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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 | $117,829-77.0% | $102,423-73.5% | $145,877-81.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.28% | 31.83%-19.6pp | 29.42%-17.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,214 | $3,615-66.4% | $3,023-59.8% | $4,663-74.0% |
| Participant deferral / active EE | $2,498 | $5,732-56.4% | $5,054-50.6% | $6,691-62.7% |
| Admin fee / account holder | $4,532 | $13,335-66.0% | $9,455-52.1% | $13,402-66.2% |