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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 | $33,877 | $99,635-66.0% | $99,460-65.9% | $198,609-82.9% |
| Participation rate | 90.9% | 81.4%+9.5pp | 78.6%+12.4pp | 82.4%+8.5pp |
| Annual return | 28.43% | 11.15%+17.3pp | 11.98%+16.4pp | 202.70%-174.3pp |
| Employer contribution / active EE | $2,765 | $6,694-58.7% | $6,049-54.3% | $5,055-45.3% |
| Participant deferral / active EE | $4,291 | $6,766-36.6% | $5,995-28.4% | $6,977-38.5% |
| Admin fee / account holder | $7,975 | $22,915-65.2% | $18,725-57.4% | $19,030-58.1% |