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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 | $33,839 | $176,786-80.9% | $146,643-76.9% | $167,536-79.8% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 14.49% | 24.04%-9.5pp | 22.75%-8.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $3,755 | $5,161-27.2% | $4,137-9.2% | $4,839-22.4% |
| Participant deferral / active EE | $5,650 | $6,440-12.3% | $5,506+2.6% | $6,342-10.9% |
| Admin fee / account holder | $5,084 | $13,262-61.7% | $10,280-50.5% | $12,315-58.7% |