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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 | $23,652 | $117,433-79.9% | $99,475-76.2% | $152,897-84.5% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.5%+6.4pp |
| Annual return | 12.94% | 31.87%-18.9pp | 30.72%-17.8pp | 345.43%-332.5pp |
| Employer contribution / active EE | $1,153 | $3,013-61.7% | $2,540-54.6% | $4,764-75.8% |
| Participant deferral / active EE | $2,646 | $4,086-35.2% | $3,619-26.9% | $5,851-54.8% |
| Admin fee / account holder | $22,420 | $7,634+193.7% | $6,252+258.6% | $11,599+93.3% |