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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 | $35,383 | $115,901-69.5% | $100,525-64.8% | $158,931-77.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 19.29% | 34.80%-15.5pp | 30.89%-11.6pp | 302.86%-283.6pp |
| Employer contribution / active EE | $2,342 | $4,104-42.9% | $3,418-31.5% | $4,761-50.8% |
| Participant deferral / active EE | $3,151 | $6,675-52.8% | $6,270-49.8% | $5,982-47.3% |
| Admin fee / account holder | $6,408 | $10,998-41.7% | $8,082-20.7% | $11,247-43.0% |