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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 | $25,408 | $106,280-76.1% | $96,538-73.7% | $139,487-81.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.78% | 38.48%-20.7pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,361 | $4,107-42.5% | $3,740-36.9% | $4,755-50.3% |
| Participant deferral / active EE | $5,275 | $5,457-3.3% | $4,880+8.1% | $6,713-21.4% |
| Admin fee / account holder | $4,361 | $7,888-44.7% | $6,737-35.3% | $11,407-61.8% |