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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 | $26,571 | $157,304-83.1% | $141,197-81.2% | $152,909-82.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 23.12% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,320 | $5,263-36.9% | $4,736-29.9% | $4,764-30.3% |
| Participant deferral / active EE | $4,962 | $7,111-30.2% | $6,710-26.1% | $5,851-15.2% |
| Admin fee / account holder | $3,533 | $12,126-70.9% | $10,265-65.6% | $11,601-69.5% |