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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 | $19,906 | $183,516-89.2% | $155,534-87.2% | $145,884-86.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.58% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,480 | $5,315-34.5% | $4,675-25.5% | $4,662-25.3% |
| Participant deferral / active EE | $6,392 | $6,467-1.2% | $5,630+13.5% | $6,690-4.5% |
| Admin fee / account holder | $15,256 | $19,293-20.9% | $15,900-4.0% | $13,392+13.9% |