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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 | $29,166 | $108,882-73.2% | $96,754-69.9% | $154,746-81.2% |
| Participation rate | 84.2% | 75.1%+9.1pp | 70.3%+13.9pp | 80.7%+3.5pp |
| Annual return | 15.55% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,147 | $3,018-28.9% | $2,679-19.9% | $4,379-51.0% |
| Participant deferral / active EE | $3,679 | $5,323-30.9% | $4,758-22.7% | $6,730-45.3% |
| Admin fee / account holder | $8,345 | $10,200-18.2% | $8,905-6.3% | $14,365-41.9% |