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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 | $29,321 | $115,917-74.7% | $100,535-70.8% | $158,982-81.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 13.29% | 34.80%-21.5pp | 30.90%-17.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,006 | $4,105-26.8% | $3,419-12.1% | $4,763-36.9% |
| Participant deferral / active EE | $8,078 | $6,677+21.0% | $6,271+28.8% | $5,983+35.0% |
| Admin fee / account holder | $6,047 | $11,002-45.0% | $8,085-25.2% | $11,252-46.3% |