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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 | $10,114 | $97,125-89.6% | $86,233-88.3% | $137,256-92.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 24.22% | 74.19%-50.0pp | 61.39%-37.2pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,620 | $2,841-43.0% | $2,504-35.3% | $4,156-61.0% |
| Participant deferral / active EE | $3,610 | $5,180-30.3% | $4,559-20.8% | $6,407-43.6% |
| Admin fee / account holder | $1,628 | $9,725-83.3% | $8,342-80.5% | $12,270-86.7% |