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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 | $21,913 | $211,288-89.6% | $178,540-87.7% | $145,884-85.0% |
| Participation rate | 78.3% | 80.8%-2.5pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 14.52% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,176 | $4,574-52.4% | $3,953-44.9% | $4,662-53.3% |
| Participant deferral / active EE | $3,747 | $6,967-46.2% | $6,281-40.3% | $6,690-44.0% |
| Admin fee / account holder | $3,041 | $12,105-74.9% | $10,424-70.8% | $13,392-77.3% |