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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 | $117,846-74.8% | $102,434-71.0% | $145,884-79.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.19% | 31.90%-17.7pp | 29.46%-15.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,506 | $3,615-30.7% | $3,023-17.1% | $4,662-46.3% |
| Participant deferral / active EE | $2,835 | $5,733-50.6% | $5,055-43.9% | $6,690-57.6% |
| Admin fee / account holder | $6,023 | $13,356-54.9% | $9,462-36.3% | $13,392-55.0% |