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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 | $26,692 | $88,672-69.9% | $105,223-74.6% | $82,448-67.6% |
| Participation rate | 93.6% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.5pp |
| Annual return | 19.61% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,600 | $3,048-14.7% | $3,689-29.5% | $2,551+1.9% |
| Participant deferral / active EE | $3,859 | $4,036-4.4% | $5,072-23.9% | $4,139-6.8% |
| Admin fee / account holder | $1,911 | $7,146-73.3% | $8,859-78.4% | $7,234-73.6% |