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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 | $117,904-67.1% | $102,457-62.1% | $145,978-73.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.53% | 31.80%-22.3pp | 29.41%-19.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,658 | $3,613-26.4% | $3,022-12.0% | $4,662-43.0% |
| Participant deferral / active EE | $2,760 | $5,733-51.9% | $5,054-45.4% | $6,690-58.7% |
| Admin fee / account holder | $3,092 | $13,329-76.8% | $9,451-67.3% | $13,400-76.9% |