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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 | $28,372 | $227,597-87.5% | $189,575-85.0% | $167,536-83.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.4%+15.3pp | 82.1%+11.6pp |
| Annual return | 15.89% | 78.44%-62.5pp | 64.19%-48.3pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,326 | $5,316-75.1% | $4,412-69.9% | $4,839-72.6% |
| Participant deferral / active EE | $3,668 | $7,002-47.6% | $6,174-40.6% | $6,342-42.2% |
| Admin fee / account holder | $1,387 | $11,877-88.3% | $9,806-85.9% | $12,315-88.7% |