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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 | $19,981 | $97,751-79.6% | $103,447-80.7% | $145,877-86.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 9.85% | 25.43%-15.6pp | 23.92%-14.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,868 | $4,684-60.1% | $4,678-60.1% | $4,663-59.9% |
| Participant deferral / active EE | $3,568 | $6,603-46.0% | $6,624-46.1% | $6,691-46.7% |
| Admin fee / account holder | $15,279 | $12,515+22.1% | $9,415+62.3% | $13,402+14.0% |