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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 | $27,464 | $106,280-74.2% | $96,538-71.6% | $139,487-80.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 18.07% | 38.48%-20.4pp | 35.74%-17.7pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,166 | $4,107-71.6% | $3,740-68.8% | $4,755-75.5% |
| Participant deferral / active EE | $1,805 | $5,457-66.9% | $4,880-63.0% | $6,713-73.1% |
| Admin fee / account holder | $1,147 | $7,888-85.5% | $6,737-83.0% | $11,407-89.9% |