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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 | $32,953 | $110,379-70.1% | $102,412-67.8% | $145,884-77.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.73% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,283 | $4,216-22.1% | $3,870-15.2% | $4,662-29.6% |
| Participant deferral / active EE | $3,536 | $5,622-37.1% | $5,060-30.1% | $6,690-47.1% |
| Admin fee / account holder | $3,623 | $9,745-62.8% | $8,388-56.8% | $13,392-72.9% |