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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 | $30,744 | $117,829-73.9% | $102,423-70.0% | $145,877-78.9% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.7pp |
| Annual return | 10.64% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,147 | $3,615-40.6% | $3,023-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $3,099 | $5,732-45.9% | $5,054-38.7% | $6,691-53.7% |
| Admin fee / account holder | $2,549 | $13,335-80.9% | $9,455-73.0% | $13,402-81.0% |