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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 | $28,404 | $108,882-73.9% | $96,754-70.6% | $154,746-81.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 20.76% | 98.39%-77.6pp | 82.04%-61.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,449 | $3,018+47.4% | $2,679+66.1% | $4,379+1.6% |
| Participant deferral / active EE | $6,874 | $5,323+29.2% | $4,758+44.5% | $6,730+2.1% |
| Admin fee / account holder | $1,693 | $10,200-83.4% | $8,905-81.0% | $14,365-88.2% |