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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 | $36,220 | $117,846-69.3% | $102,434-64.6% | $145,884-75.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 12.17% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,406 | $3,615-33.4% | $3,023-20.4% | $4,662-48.4% |
| Participant deferral / active EE | $3,281 | $5,733-42.8% | $5,055-35.1% | $6,690-50.9% |
| Admin fee / account holder | $965 | $13,356-92.8% | $9,462-89.8% | $13,392-92.8% |