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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 | $28,307 | $185,312-84.7% | $161,489-82.5% | $154,746-81.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.82% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,907 | $4,769-60.0% | $4,268-55.3% | $4,379-56.4% |
| Participant deferral / active EE | $5,570 | $6,350-12.3% | $5,630-1.1% | $6,730-17.2% |
| Admin fee / account holder | $11,273 | $18,654-39.6% | $16,006-29.6% | $14,365-21.5% |