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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 | $29,214 | $147,556-80.2% | $129,031-77.4% | $198,609-85.3% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 15.93% | 37.41%-21.5pp | 34.67%-18.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $6,665 | $3,645+82.9% | $3,226+106.6% | $5,055+31.8% |
| Participant deferral / active EE | $7,282 | $5,760+26.4% | $5,217+39.6% | $6,977+4.4% |
| Admin fee / account holder | $7,818 | $15,467-49.5% | $13,208-40.8% | $19,030-58.9% |