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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 | $42,298 | $211,224-80.0% | $178,505-76.3% | $145,897-71.0% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.49% | 30.28%-17.8pp | 27.16%-14.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,183 | $4,577-30.5% | $3,955-19.5% | $4,663-31.7% |
| Participant deferral / active EE | $7,469 | $6,966+7.2% | $6,280+18.9% | $6,689+11.7% |
| Admin fee / account holder | $1,118 | $12,109-90.8% | $10,428-89.3% | $13,390-91.6% |