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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 | $30,269 | $117,433-74.2% | $99,475-69.6% | $152,897-80.2% |
| Participation rate | 89.5% | 77.5%+11.9pp | 73.8%+15.6pp | 82.5%+7.0pp |
| Annual return | 22.35% | 31.87%-9.5pp | 30.72%-8.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,378 | $3,013-54.3% | $2,540-45.8% | $4,764-71.1% |
| Participant deferral / active EE | $5,790 | $4,086+41.7% | $3,619+60.0% | $5,851-1.0% |
| Admin fee / account holder | $2,766 | $7,634-63.8% | $6,252-55.8% | $11,599-76.2% |