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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 | $35,448 | $116,203-69.5% | $93,621-62.1% | $152,897-76.8% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 21.60% | 35.96%-14.4pp | 32.76%-11.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,746 | $3,219-45.8% | $2,719-35.8% | $4,764-63.3% |
| Participant deferral / active EE | $1,430 | $4,605-68.9% | $4,070-64.9% | $5,851-75.6% |
| Admin fee / account holder | $18,563 | $10,751+72.7% | $7,890+135.3% | $11,599+60.0% |