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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 | $30,465 | $149,778-79.7% | $118,946-74.4% | $158,966-80.8% |
| Participation rate | 83.3% | 82.1%+1.2pp | 75.4%+7.9pp | 82.0%+1.4pp |
| Annual return | 27.08% | 19.95%+7.1pp | 35.89%-8.8pp | 302.95%-275.9pp |
| Employer contribution / active EE | $2,200 | $4,117-46.6% | $3,263-32.6% | $4,762-53.8% |
| Participant deferral / active EE | $2,806 | $5,225-46.3% | $4,266-34.2% | $5,983-53.1% |
| Admin fee / account holder | $2,099 | $8,604-75.6% | $6,581-68.1% | $11,250-81.3% |