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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 | $29,706 | $117,829-74.8% | $102,423-71.0% | $145,877-79.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.19% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,506 | $3,615-30.7% | $3,023-17.1% | $4,663-46.3% |
| Participant deferral / active EE | $2,835 | $5,732-50.5% | $5,054-43.9% | $6,691-57.6% |
| Admin fee / account holder | $6,023 | $13,335-54.8% | $9,455-36.3% | $13,402-55.1% |