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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 | $25,646 | $157,829-83.8% | $136,867-81.3% | $198,609-87.1% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 10.26% | 51.25%-41.0pp | 42.97%-32.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,735 | $3,923-55.8% | $3,547-51.1% | $5,055-65.7% |
| Participant deferral / active EE | $2,428 | $5,463-55.6% | $4,924-50.7% | $6,977-65.2% |
| Admin fee / account holder | $391 | $11,107-96.5% | $10,340-96.2% | $19,030-97.9% |