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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 | $22,994 | $106,247-78.4% | $96,515-76.2% | $139,466-83.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.42% | 38.47%-21.1pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,908 | $4,106-53.5% | $3,740-49.0% | $4,754-59.9% |
| Participant deferral / active EE | $3,715 | $5,456-31.9% | $4,880-23.9% | $6,712-44.7% |
| Admin fee / account holder | $1,636 | $7,885-79.3% | $6,735-75.7% | $11,409-85.7% |