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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 | $33,897 | $201,372-83.2% | $184,260-81.6% | $145,884-76.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.89% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,198 | $7,024-68.7% | $6,427-65.8% | $4,662-52.9% |
| Participant deferral / active EE | $10,834 | $9,808+10.5% | $9,133+18.6% | $6,690+61.9% |
| Admin fee / account holder | $13,446 | $16,362-17.8% | $13,898-3.3% | $13,392+0.4% |