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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 | $20,356 | $176,402-88.5% | $134,162-84.8% | $158,982-87.2% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 11.78% | 63.66%-51.9pp | 36.35%-24.6pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,683 | $5,042-46.8% | $3,705-27.6% | $4,763-43.7% |
| Participant deferral / active EE | $6,831 | $4,093+66.9% | $3,500+95.2% | $5,983+14.2% |
| Admin fee / account holder | $6,194 | $8,719-29.0% | $6,685-7.4% | $11,252-45.0% |