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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 | $27,151 | $105,856-74.4% | $90,161-69.9% | $147,585-81.6% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 19.70% | 37.63%-17.9pp | 34.89%-15.2pp | 578.58%-558.9pp |
| Employer contribution / active EE | $3,262 | $4,126-21.0% | $3,318-1.7% | $4,876-33.1% |
| Participant deferral / active EE | $5,596 | $5,733-2.4% | $5,287+5.8% | $5,439+2.9% |
| Admin fee / account holder | $21,086 | $8,046+162.1% | $5,943+254.8% | $10,886+93.7% |