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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 | $28,202 | $157,829-82.1% | $136,867-79.4% | $198,609-85.8% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 21.34% | 51.25%-29.9pp | 42.97%-21.6pp | 202.70%-181.4pp |
| Employer contribution / active EE | $2,337 | $3,923-40.4% | $3,547-34.1% | $5,055-53.8% |
| Participant deferral / active EE | $7,663 | $5,463+40.3% | $4,924+55.6% | $6,977+9.8% |
| Admin fee / account holder | $372 | $11,107-96.7% | $10,340-96.4% | $19,030-98.0% |