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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 | $27,004 | $124,330-78.3% | $109,173-75.3% | $167,536-83.9% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 17.30% | 26.04%-8.7pp | 25.75%-8.5pp | 478.82%-461.5pp |
| Employer contribution / active EE | $1,823 | $4,209-56.7% | $3,723-51.0% | $4,839-62.3% |
| Participant deferral / active EE | $3,369 | $5,256-35.9% | $4,654-27.6% | $6,342-46.9% |
| Admin fee / account holder | $1,291 | $7,974-83.8% | $6,755-80.9% | $12,315-89.5% |