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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 | $14,028 | $106,280-86.8% | $96,538-85.5% | $139,487-89.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 21.14% | 38.48%-17.3pp | 35.74%-14.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $2,349 | $4,107-42.8% | $3,740-37.2% | $4,755-50.6% |
| Participant deferral / active EE | $2,495 | $5,457-54.3% | $4,880-48.9% | $6,713-62.8% |
| Admin fee / account holder | $821 | $7,888-89.6% | $6,737-87.8% | $11,407-92.8% |