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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 | $37,080 | $104,694-64.6% | $85,709-56.7% | $167,536-77.9% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 9.31% | 21.45%-12.1pp | 21.49%-12.2pp | 478.82%-469.5pp |
| Employer contribution / active EE | $2,042 | $3,337-38.8% | $2,619-22.0% | $4,839-57.8% |
| Participant deferral / active EE | $4,062 | $4,826-15.8% | $3,924+3.5% | $6,342-36.0% |
| Admin fee / account holder | $2,245 | $10,035-77.6% | $6,876-67.3% | $12,315-81.8% |