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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 | $24,948 | $101,063-75.3% | $81,473-69.4% | $147,586-83.1% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 9.92% | 32.41%-22.5pp | 38.78%-28.9pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,337 | $3,206-58.3% | $2,568-48.0% | $4,876-72.6% |
| Participant deferral / active EE | $2,644 | $4,242-37.7% | $3,537-25.3% | $5,439-51.4% |
| Admin fee / account holder | $2,497 | $5,812-57.0% | $4,561-45.3% | $10,886-77.1% |