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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 | $30,950 | $105,856-70.8% | $90,161-65.7% | $147,586-79.0% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 16.78% | 37.63%-20.8pp | 34.89%-18.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,717 | $4,126-34.1% | $3,318-18.1% | $4,876-44.3% |
| Participant deferral / active EE | $4,686 | $5,733-18.3% | $5,287-11.4% | $5,439-13.8% |
| Admin fee / account holder | $2,837 | $8,046-64.7% | $5,943-52.3% | $10,886-73.9% |