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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 | $25,164 | $110,410-77.2% | $102,437-75.4% | $145,897-82.8% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 16.13% | 24.85%-8.7pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $9,260 | $4,217+119.6% | $3,871+139.2% | $4,663+98.6% |
| Participant deferral / active EE | $1,536 | $5,622-72.7% | $5,060-69.6% | $6,689-77.0% |
| Admin fee / account holder | $1,820 | $9,745-81.3% | $8,388-78.3% | $13,390-86.4% |