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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 | $22,170 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,747 | $4,636-40.8% | $4,154-33.9% | $4,156-33.9% |
| Participant deferral / active EE | $5,128 | $6,166-16.8% | $5,453-6.0% | $6,407-20.0% |
| Admin fee / account holder | $5,330 | $16,471-67.6% | $14,116-62.2% | $12,270-56.6% |