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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 | $26,017 | $176,402-85.3% | $134,155-80.6% | $158,931-83.6% |
| Participation rate | 91.7% | 78.7%+13.0pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 6.07% | 63.64%-57.6pp | 36.33%-30.3pp | 302.86%-296.8pp |
| Employer contribution / active EE | $1,420 | $5,041-71.8% | $3,704-61.7% | $4,761-70.2% |
| Participant deferral / active EE | $3,325 | $4,092-18.7% | $3,499-5.0% | $5,982-44.4% |
| Admin fee / account holder | $420 | $8,719-95.2% | $6,685-93.7% | $11,247-96.3% |