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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 | $27,345 | $183,516-85.1% | $155,534-82.4% | $145,884-81.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 11.10% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,056 | $5,315-42.5% | $4,675-34.6% | $4,662-34.4% |
| Participant deferral / active EE | $3,654 | $6,467-43.5% | $5,630-35.1% | $6,690-45.4% |
| Admin fee / account holder | $8,331 | $19,293-56.8% | $15,900-47.6% | $13,392-37.8% |