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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 | $6,361 | $85,060-92.5% | $70,565-91.0% | $139,487-95.4% |
| Participation rate | 93.3% | 73.9%+19.4pp | 68.4%+25.0pp | 80.3%+13.0pp |
| Annual return | 19.60% | 30.39%-10.8pp | 32.79%-13.2pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,989 | $3,912-49.2% | $2,976-33.2% | $4,755-58.2% |
| Participant deferral / active EE | $2,196 | $5,891-62.7% | $4,568-51.9% | $6,713-67.3% |
| Admin fee / account holder | $2,002 | $8,932-77.6% | $6,430-68.9% | $11,407-82.5% |