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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 | $20,570 | $104,694-80.4% | $85,709-76.0% | $167,536-87.7% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 18.70% | 21.45%-2.7pp | 21.49%-2.8pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,944 | $3,337-11.8% | $2,619+12.4% | $4,839-39.2% |
| Participant deferral / active EE | $4,452 | $4,826-7.8% | $3,924+13.5% | $6,342-29.8% |
| Admin fee / account holder | $4,077 | $10,035-59.4% | $6,876-40.7% | $12,315-66.9% |