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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 | $21,181 | $100,279-78.9% | $81,353-74.0% | $145,884-85.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 11.33% | 34.49%-23.2pp | 24.82%-13.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,173 | $2,979+40.1% | $2,464+69.4% | $4,662-10.5% |
| Participant deferral / active EE | $6,368 | $4,611+38.1% | $3,885+63.9% | $6,690-4.8% |
| Admin fee / account holder | $9,674 | $8,206+17.9% | $5,766+67.8% | $13,392-27.8% |