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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 | $30,044 | $172,111-82.5% | $150,298-80.0% | $137,256-78.1% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 23.04% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,862 | $4,636-59.8% | $4,154-55.2% | $4,156-55.2% |
| Participant deferral / active EE | $11,267 | $6,166+82.7% | $5,453+106.6% | $6,407+75.9% |
| Admin fee / account holder | $1,592 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |