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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 | $32,073 | $180,028-82.2% | $138,135-76.8% | $158,966-79.8% |
| Participation rate | 86.4% | 82.2%+4.1pp | 78.7%+7.7pp | 82.0%+4.4pp |
| Annual return | 18.63% | 21.68%-3.1pp | 20.51%-1.9pp | 302.95%-284.3pp |
| Employer contribution / active EE | $2,219 | $7,470-70.3% | $5,587-60.3% | $4,762-53.4% |
| Participant deferral / active EE | $5,337 | $7,717-30.9% | $6,431-17.0% | $5,983-10.8% |
| Admin fee / account holder | $1,051 | $17,912-94.1% | $11,856-91.1% | $11,250-90.7% |