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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 | $29,471 | $150,207-80.4% | $120,380-75.5% | $145,978-79.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 14.30% | 154.28%-140.0pp | 107.28%-93.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,463 | $4,351-43.4% | $3,465-28.9% | $4,662-47.2% |
| Participant deferral / active EE | $7,404 | $6,175+19.9% | $4,992+48.3% | $6,690+10.7% |
| Admin fee / account holder | $1,048 | $12,203-91.4% | $9,421-88.9% | $13,400-92.2% |