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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 | $38,847 | $117,829-67.0% | $102,423-62.1% | $145,877-73.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.53% | 31.83%-22.3pp | 29.42%-19.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,663-43.0% |
| Participant deferral / active EE | $2,760 | $5,732-51.9% | $5,054-45.4% | $6,691-58.8% |
| Admin fee / account holder | $3,092 | $13,335-76.8% | $9,455-67.3% | $13,402-76.9% |