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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 | $27,831 | $110,212-74.7% | $96,534-71.2% | $139,466-80.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 9.75% | 26.42%-16.7pp | 25.88%-16.1pp | 373.66%-363.9pp |
| Employer contribution / active EE | $8,462 | $3,620+133.8% | $2,965+185.4% | $4,754+78.0% |
| Participant deferral / active EE | $3,232 | $5,547-41.7% | $4,851-33.4% | $6,712-51.9% |
| Admin fee / account holder | $18,116 | $11,599+56.2% | $8,253+119.5% | $11,409+58.8% |