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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 | $24,963 | $115,903-78.5% | $100,528-75.2% | $158,966-84.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 15.26% | 34.80%-19.5pp | 30.90%-15.6pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,006 | $4,105-51.1% | $3,419-41.3% | $4,762-57.9% |
| Participant deferral / active EE | $3,650 | $6,677-45.3% | $6,271-41.8% | $5,983-39.0% |
| Admin fee / account holder | $913 | $11,000-91.7% | $8,084-88.7% | $11,250-91.9% |