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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 | $110,410-75.9% | $102,437-74.0% | $145,897-81.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.61% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,040 | $4,217-51.6% | $3,871-47.3% | $4,663-56.3% |
| Participant deferral / active EE | $2,952 | $5,622-47.5% | $5,060-41.7% | $6,689-55.9% |
| Admin fee / account holder | $3,211 | $9,745-67.1% | $8,388-61.7% | $13,390-76.0% |