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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 | $97,125-70.0% | $86,233-66.2% | $137,256-78.8% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.0%+15.2pp | 80.0%+4.3pp |
| Annual return | 15.55% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,147 | $2,841-24.4% | $2,504-14.3% | $4,156-48.3% |
| Participant deferral / active EE | $3,679 | $5,180-29.0% | $4,559-19.3% | $6,407-42.6% |
| Admin fee / account holder | $8,345 | $9,725-14.2% | $8,3420% | $12,270-32.0% |