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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 | $26,163 | $118,496-77.9% | $98,461-73.4% | $139,466-81.2% |
| Participation rate | 90.0% | 77.5%+12.5pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 9.04% | 18.96%-9.9pp | 21.17%-12.1pp | 373.66%-364.6pp |
| Employer contribution / active EE | $1,789 | $3,611-50.5% | $3,049-41.3% | $4,754-62.4% |
| Participant deferral / active EE | $2,758 | $5,393-48.9% | $4,738-41.8% | $6,712-58.9% |
| Admin fee / account holder | $15,656 | $14,056+11.4% | $8,961+74.7% | $11,409+37.2% |