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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 | $29,036 | $115,903-74.9% | $100,528-71.1% | $158,966-81.7% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.4%+10.1pp | 82.0%+7.5pp |
| Annual return | 18.65% | 34.80%-16.2pp | 30.90%-12.2pp | 302.95%-284.3pp |
| Employer contribution / active EE | $2,947 | $4,105-28.2% | $3,419-13.8% | $4,762-38.1% |
| Participant deferral / active EE | $5,007 | $6,677-25.0% | $6,271-20.2% | $5,983-16.3% |
| Admin fee / account holder | $2,627 | $11,000-76.1% | $8,084-67.5% | $11,250-76.7% |