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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 | $28,210 | $125,237-77.5% | $105,608-73.3% | $145,877-80.7% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.24% | 225.76%-212.5pp | 116.50%-103.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,884 | $3,720-49.4% | $3,167-40.5% | $4,663-59.6% |
| Participant deferral / active EE | $3,210 | $5,711-43.8% | $5,010-35.9% | $6,691-52.0% |
| Admin fee / account holder | $3,541 | $17,287-79.5% | $11,028-67.9% | $13,402-73.6% |