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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 | $33,116 | $117,904-71.9% | $102,457-67.7% | $145,978-77.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 17.63% | 31.80%-14.2pp | 29.41%-11.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $8,925 | $3,613+147.0% | $3,022+195.3% | $4,662+91.5% |
| Participant deferral / active EE | $18,030 | $5,733+214.5% | $5,054+256.7% | $6,690+169.5% |
| Admin fee / account holder | $17,229 | $13,329+29.3% | $9,451+82.3% | $13,400+28.6% |