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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 | $24,750 | $147,556-83.2% | $129,031-80.8% | $198,609-87.5% |
| Participation rate | 94.7% | 77.2%+17.5pp | 73.4%+21.4pp | 82.4%+12.4pp |
| Annual return | 16.42% | 37.41%-21.0pp | 34.67%-18.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,055 | $3,645-16.2% | $3,226-5.3% | $5,055-39.6% |
| Participant deferral / active EE | $3,854 | $5,760-33.1% | $5,217-26.1% | $6,977-44.8% |
| Admin fee / account holder | $2,726 | $15,467-82.4% | $13,208-79.4% | $19,030-85.7% |