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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 | $26,619 | $111,814-76.2% | $103,374-74.2% | $145,959-81.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.89%-15.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,040 | $4,214-51.6% | $3,869-47.3% | $4,661-56.2% |
| Participant deferral / active EE | $2,952 | $5,618-47.4% | $5,058-41.6% | $6,689-55.9% |
| Admin fee / account holder | $3,211 | $9,754-67.1% | $8,394-61.7% | $13,398-76.0% |