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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 | $26,621 | $111,814-76.2% | $103,374-74.2% | $145,959-81.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.12% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,464 | $4,214-41.5% | $3,869-36.3% | $4,661-47.1% |
| Participant deferral / active EE | $6,299 | $5,618+12.1% | $5,058+24.5% | $6,689-5.8% |
| Admin fee / account holder | $19,644 | $9,754+101.4% | $8,394+134.0% | $13,398+46.6% |