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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 | $30,037 | $106,247-71.7% | $96,515-68.9% | $139,466-78.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 20.28% | 38.47%-18.2pp | 35.73%-15.4pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,226 | $4,106-45.8% | $3,740-40.5% | $4,754-53.2% |
| Participant deferral / active EE | $3,917 | $5,456-28.2% | $4,880-19.7% | $6,712-41.6% |
| Admin fee / account holder | $1,670 | $7,885-78.8% | $6,735-75.2% | $11,409-85.4% |