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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 | $22,308 | $112,729-80.2% | $98,716-77.4% | $137,256-83.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 20.39% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,388 | $2,725-49.1% | $2,279-39.1% | $4,156-66.6% |
| Participant deferral / active EE | $3,444 | $4,640-25.8% | $4,048-14.9% | $6,407-46.2% |
| Admin fee / account holder | $492 | $10,129-95.1% | $8,703-94.4% | $12,270-96.0% |