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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 | $32,414 | $181,062-82.1% | $158,223-79.5% | $155,188-79.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 9.55% | 57.39%-47.8pp | 52.09%-42.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $1,266 | $4,565-72.3% | $4,109-69.2% | $4,248-70.2% |
| Participant deferral / active EE | $3,168 | $6,134-48.4% | $5,467-42.1% | $6,531-51.5% |
| Admin fee / account holder | $11,456 | $18,825-39.1% | $16,047-28.6% | $14,480-20.9% |