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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 | $21,843 | $124,425-82.4% | $112,040-80.5% | $137,256-84.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 10.87% | 24.72%-13.8pp | 24.52%-13.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,872 | $3,411-45.1% | $2,954-36.6% | $4,156-54.9% |
| Participant deferral / active EE | $3,020 | $5,718-47.2% | $5,098-40.7% | $6,407-52.9% |
| Admin fee / account holder | $14,835 | $15,207-2.4% | $12,098+22.6% | $12,270+20.9% |