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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 | $22,936 | $165,381-86.1% | $149,730-84.7% | $158,966-85.6% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 9.58% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $3,519 | $5,104-31.1% | $4,645-24.2% | $4,762-26.1% |
| Participant deferral / active EE | $2,815 | $7,182-60.8% | $6,843-58.9% | $5,983-53.0% |
| Admin fee / account holder | $3,460 | $10,809-68.0% | $9,310-62.8% | $11,250-69.2% |