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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,581 | $111,814-70.0% | $103,378-67.5% | $145,978-77.0% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 13.03% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,808 | $4,215-33.4% | $3,870-27.5% | $4,662-39.8% |
| Participant deferral / active EE | $5,500 | $5,618-2.1% | $5,058+8.7% | $6,690-17.8% |
| Admin fee / account holder | $5,391 | $9,764-44.8% | $8,401-35.8% | $13,400-59.8% |