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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 | $19,732 | $172,111-88.5% | $150,298-86.9% | $137,256-85.6% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 12.29% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,816 | $4,636-60.8% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $2,210 | $6,166-64.2% | $5,453-59.5% | $6,407-65.5% |
| Admin fee / account holder | $3,215 | $16,471-80.5% | $14,116-77.2% | $12,270-73.8% |