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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 | $28,683 | $111,814-74.3% | $103,374-72.3% | $145,959-80.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.74% | 24.77%-15.0pp | 24.89%-15.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,617 | $4,214-61.6% | $3,869-58.2% | $4,661-65.3% |
| Participant deferral / active EE | $2,201 | $5,618-60.8% | $5,058-56.5% | $6,689-67.1% |
| Admin fee / account holder | $14,806 | $9,754+51.8% | $8,394+76.4% | $13,398+10.5% |