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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 | $33,366 | $124,330-73.2% | $109,173-69.4% | $167,536-80.1% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.23% | 26.04%-13.8pp | 25.75%-13.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,357 | $4,209-44.0% | $3,723-36.7% | $4,839-51.3% |
| Participant deferral / active EE | $4,322 | $5,256-17.8% | $4,654-7.1% | $6,342-31.9% |
| Admin fee / account holder | $5,054 | $7,974-36.6% | $6,755-25.2% | $12,315-59.0% |