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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 | $30,766 | $181,062-83.0% | $158,223-80.6% | $155,188-80.2% |
| Participation rate | 94.7% | 82.7%+12.1pp | 79.2%+15.5pp | 80.8%+13.9pp |
| Annual return | 17.93% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,094 | $4,565-54.1% | $4,109-49.0% | $4,248-50.7% |
| Participant deferral / active EE | $3,760 | $6,134-38.7% | $5,467-31.2% | $6,531-42.4% |
| Admin fee / account holder | $4,239 | $18,825-77.5% | $16,047-73.6% | $14,480-70.7% |