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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 | $36,900 | $110,379-66.6% | $102,412-64.0% | $145,884-74.7% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.5pp | 80.3%+6.7pp |
| Annual return | 10.88% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,307 | $4,216-45.3% | $3,870-40.4% | $4,662-50.5% |
| Participant deferral / active EE | $5,625 | $5,622+0.1% | $5,060+11.2% | $6,690-15.9% |
| Admin fee / account holder | $1,604 | $9,745-83.5% | $8,388-80.9% | $13,392-88.0% |