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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 | $110,337-75.9% | $102,383-74.0% | $145,877-81.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.12% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,464 | $4,216-41.6% | $3,870-36.3% | $4,663-47.2% |
| Participant deferral / active EE | $6,299 | $5,621+12.1% | $5,060+24.5% | $6,691-5.9% |
| Admin fee / account holder | $19,644 | $9,750+101.5% | $8,391+134.1% | $13,402+46.6% |