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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 | $115,917-69.5% | $100,535-64.8% | $158,982-77.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 19.29% | 34.80%-15.5pp | 30.90%-11.6pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,342 | $4,105-42.9% | $3,419-31.5% | $4,763-50.8% |
| Participant deferral / active EE | $3,151 | $6,677-52.8% | $6,271-49.8% | $5,983-47.3% |
| Admin fee / account holder | $6,408 | $11,002-41.8% | $8,085-20.7% | $11,252-43.1% |