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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 | $30,790 | $77,416-60.2% | $69,464-55.7% | $152,897-79.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.6%+12.1pp | 82.5%+4.2pp |
| Annual return | 17.46% | 39.08%-21.6pp | 28.98%-11.5pp | 345.43%-328.0pp |
| Employer contribution / active EE | $2,654 | $3,315-19.9% | $2,779-4.5% | $4,764-44.3% |
| Participant deferral / active EE | $2,638 | $4,413-40.2% | $3,536-25.4% | $5,851-54.9% |
| Admin fee / account holder | $876 | $6,208-85.9% | $3,840-77.2% | $11,599-92.4% |