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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 | $13,323 | $180,749-92.6% | $160,784-91.7% | $137,256-90.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 12.22% | 2234.46%-2222.2pp | 1803.92%-1791.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,780 | $4,155-33.1% | $3,733-25.5% | $4,156-33.1% |
| Participant deferral / active EE | $5,447 | $6,844-20.4% | $6,293-13.4% | $6,407-15.0% |
| Admin fee / account holder | $5,550 | $10,397-46.6% | $9,717-42.9% | $12,270-54.8% |