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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 | $33,580 | $89,259-62.4% | $107,187-68.7% | $82,637-59.4% |
| Participation rate | 78.8% | 67.9%+10.9pp | 75.0%+3.8pp | 68.1%+10.7pp |
| Annual return | 17.20% | 21.02%-3.8pp | 204.55%-187.4pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,008 | $3,080-34.8% | $3,782-46.9% | $2,552-21.3% |
| Participant deferral / active EE | $5,858 | $4,037+45.1% | $5,096+15.0% | $4,126+42.0% |
| Admin fee / account holder | $7,917 | $7,381+7.3% | $9,162-13.6% | $7,339+7.9% |