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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 | $117,829-76.7% | $102,423-73.2% | $145,877-81.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.62% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,680 | $3,615-53.5% | $3,023-44.4% | $4,663-64.0% |
| Participant deferral / active EE | $3,689 | $5,732-35.6% | $5,054-27.0% | $6,691-44.9% |
| Admin fee / account holder | $1,007 | $13,335-92.4% | $9,455-89.3% | $13,402-92.5% |