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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 | $183,627-85.1% | $155,602-82.4% | $145,978-81.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.10% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $3,056 | $5,316-42.5% | $4,675-34.6% | $4,662-34.4% |
| Participant deferral / active EE | $3,654 | $6,466-43.5% | $5,629-35.1% | $6,690-45.4% |
| Admin fee / account holder | $8,331 | $19,327-56.9% | $15,923-47.7% | $13,400-37.8% |