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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 | $23,835 | $124,330-80.8% | $109,173-78.2% | $167,536-85.8% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 10.26% | 26.04%-15.8pp | 25.75%-15.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $5,991 | $4,209+42.3% | $3,723+60.9% | $4,839+23.8% |
| Participant deferral / active EE | $4,792 | $5,256-8.8% | $4,654+3.0% | $6,342-24.4% |
| Admin fee / account holder | $27,849 | $7,974+249.2% | $6,755+312.3% | $12,315+126.1% |