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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 | $26,132 | $161,352-83.8% | $134,172-80.5% | $137,256-81.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 18.90% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,024 | $4,099-26.2% | $3,420-11.6% | $4,156-27.2% |
| Participant deferral / active EE | $3,683 | $5,552-33.7% | $4,690-21.5% | $6,407-42.5% |
| Admin fee / account holder | $6,003 | $15,028-60.1% | $12,016-50.0% | $12,270-51.1% |