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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 | $25,538 | $56,063-54.4% | $76,051-66.4% | $80,911-68.4% |
| Participation rate | 85.7% | 62.0%+23.7pp | 69.1%+16.6pp | 67.6%+18.1pp |
| Annual return | 13.55% | 20.54%-7.0pp | 360.42%-346.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,092 | $1,874+11.7% | $2,690-22.2% | $2,756-24.1% |
| Participant deferral / active EE | $2,989 | $3,052-2.1% | $4,257-29.8% | $4,297-30.4% |
| Admin fee / account holder | $7,248 | $5,240+38.3% | $6,416+13.0% | $6,935+4.5% |