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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 | $14,538 | $97,289-85.1% | $92,805-84.3% | $155,188-90.6% |
| Participation rate | 91.7% | 84.2%+7.5pp | 83.5%+8.2pp | 80.8%+10.9pp |
| Annual return | 20.82% | 29.03%-8.2pp | 31.59%-10.8pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,563 | $3,632-29.4% | $3,424-25.1% | $4,248-39.7% |
| Participant deferral / active EE | $4,842 | $8,795-45.0% | $8,448-42.7% | $6,531-25.9% |
| Admin fee / account holder | $4,443 | $12,015-63.0% | $10,911-59.3% | $14,480-69.3% |