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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 | $15,888 | $154,228-89.7% | $145,433-89.1% | $137,256-88.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.42% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,674 | $4,804-44.3% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $4,326 | $8,216-47.4% | $7,897-45.2% | $6,407-32.5% |
| Admin fee / account holder | $31,314 | $14,344+118.3% | $13,129+138.5% | $12,270+155.2% |