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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 | $21,133 | $49,976-57.7% | $66,674-68.3% | $82,637-74.4% |
| Participation rate | 92.4% | 63.1%+29.3pp | 73.7%+18.8pp | 68.1%+24.4pp |
| Annual return | 21.34% | 39.09%-17.7pp | 321.24%-299.9pp | 53.51%-32.2pp |
| Employer contribution / active EE | $2,038 | $1,988+2.5% | $2,620-22.2% | $2,552-20.1% |
| Participant deferral / active EE | $3,372 | $2,847+18.5% | $4,084-17.4% | $4,126-18.3% |
| Admin fee / account holder | $435 | $4,594-90.5% | $5,098-91.5% | $7,339-94.1% |