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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 | $28,010 | $106,280-73.6% | $96,538-71.0% | $139,487-79.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.08% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $2,004 | $4,107-51.2% | $3,740-46.4% | $4,755-57.9% |
| Participant deferral / active EE | $3,371 | $5,457-38.2% | $4,880-30.9% | $6,713-49.8% |
| Admin fee / account holder | $1,952 | $7,888-75.3% | $6,737-71.0% | $11,407-82.9% |