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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 | $29,906 | $107,809-72.3% | $97,032-69.2% | $155,188-80.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 71.6%+20.1pp | 80.8%+10.9pp |
| Annual return | 8.48% | 38.06%-29.6pp | 35.38%-26.9pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,400 | $2,911-51.9% | $2,629-46.7% | $4,248-67.0% |
| Participant deferral / active EE | $996 | $5,129-80.6% | $4,672-78.7% | $6,531-84.8% |
| Admin fee / account holder | $15,361 | $10,717+43.3% | $9,418+63.1% | $14,480+6.1% |