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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 | $16,521 | $77,908-78.8% | $149,696-89.0% | $75,173-78.0% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 26.08% | 31.73%-5.6pp | 134.46%-108.4pp | 160.72%-134.6pp |
| Employer contribution / active EE | $2,340 | $3,138-25.4% | $4,821-51.5% | $2,671-12.4% |
| Participant deferral / active EE | $11,091 | $3,411+225.1% | $5,682+95.2% | $4,126+168.8% |
| Admin fee / account holder | $5,398 | $5,950-9.3% | $13,212-59.1% | $5,651-4.5% |