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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 | $28,152 | $71,809-60.8% | $61,048-53.9% | $152,909-81.6% |
| Participation rate | 90.9% | 84.2%+6.7pp | 79.3%+11.6pp | 82.5%+8.5pp |
| Annual return | 14.17% | 29.74%-15.6pp | 26.18%-12.0pp | 345.46%-331.3pp |
| Employer contribution / active EE | $6,266 | $4,545+37.9% | $3,716+68.6% | $4,764+31.5% |
| Participant deferral / active EE | $5,944 | $5,467+8.7% | $4,470+33.0% | $5,851+1.6% |
| Admin fee / account holder | $6,098 | $4,750+28.4% | $3,728+63.6% | $11,601-47.4% |