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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 | $22,431 | $124,330-82.0% | $109,173-79.5% | $167,536-86.6% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 16.23% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,641 | $4,209-37.3% | $3,723-29.1% | $4,839-45.4% |
| Participant deferral / active EE | $6,010 | $5,256+14.3% | $4,654+29.1% | $6,342-5.2% |
| Admin fee / account holder | $1,458 | $7,974-81.7% | $6,755-78.4% | $12,315-88.2% |