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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 | $35,304 | $117,904-70.1% | $102,457-65.5% | $145,978-75.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.60% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,660 | $3,613-54.1% | $3,022-45.1% | $4,662-64.4% |
| Participant deferral / active EE | $4,585 | $5,733-20.0% | $5,054-9.3% | $6,690-31.5% |
| Admin fee / account holder | $9,137 | $13,329-31.5% | $9,451-3.3% | $13,400-31.8% |