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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 | $27,079 | $111,814-75.8% | $103,374-73.8% | $145,959-81.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.94% | 24.77%-11.8pp | 24.89%-12.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,404 | $4,214-66.7% | $3,869-63.7% | $4,661-69.9% |
| Participant deferral / active EE | $2,589 | $5,618-53.9% | $5,058-48.8% | $6,689-61.3% |
| Admin fee / account holder | $4,377 | $9,754-55.1% | $8,394-47.9% | $13,398-67.3% |