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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 | $27,463 | $117,846-76.7% | $102,434-73.2% | $145,884-81.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.62% | 31.90%-21.3pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,680 | $3,615-53.5% | $3,023-44.4% | $4,662-64.0% |
| Participant deferral / active EE | $3,689 | $5,733-35.7% | $5,055-27.0% | $6,690-44.9% |
| Admin fee / account holder | $1,007 | $13,356-92.5% | $9,462-89.4% | $13,392-92.5% |