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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 | $21,031 | $110,337-80.9% | $102,383-79.5% | $145,877-85.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.76% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,864 | $4,216-32.1% | $3,870-26.0% | $4,663-38.6% |
| Participant deferral / active EE | $7,048 | $5,621+25.4% | $5,060+39.3% | $6,691+5.3% |
| Admin fee / account holder | $12,716 | $9,750+30.4% | $8,391+51.5% | $13,402-5.1% |