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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 | $23,478 | $228,352-89.7% | $185,827-87.4% | $158,950-85.2% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 8.49% | 40.81%-32.3pp | 35.96%-27.5pp | 302.91%-294.4pp |
| Employer contribution / active EE | $1,201 | $4,967-75.8% | $4,087-70.6% | $4,762-74.8% |
| Participant deferral / active EE | $4,181 | $6,416-34.8% | $5,633-25.8% | $5,983-30.1% |
| Admin fee / account holder | $4,886 | $11,867-58.8% | $9,502-48.6% | $11,248-56.6% |