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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 | $12,122 | $107,809-88.8% | $97,032-87.5% | $155,188-92.2% |
| Participation rate | 90.9% | 75.5%+15.4pp | 71.6%+19.3pp | 80.8%+10.1pp |
| Annual return | 27.67% | 38.06%-10.4pp | 35.38%-7.7pp | 148.84%-121.2pp |
| Employer contribution / active EE | $2,628 | $2,911-9.7% | $2,6290% | $4,248-38.1% |
| Participant deferral / active EE | $3,867 | $5,129-24.6% | $4,672-17.2% | $6,531-40.8% |
| Admin fee / account holder | $1,720 | $10,717-84.0% | $9,418-81.7% | $14,480-88.1% |