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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 | $27,142 | $117,859-77.0% | $102,438-73.5% | $145,959-81.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.28% | 31.72%-19.4pp | 29.37%-17.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,214 | $3,615-66.4% | $3,024-59.9% | $4,661-74.0% |
| Participant deferral / active EE | $2,498 | $5,732-56.4% | $5,054-50.6% | $6,689-62.7% |
| Admin fee / account holder | $4,532 | $13,318-66.0% | $9,448-52.0% | $13,398-66.2% |