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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 | $110,337-77.2% | $102,383-75.4% | $145,877-82.7% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 16.13% | 24.83%-8.7pp | 24.94%-8.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $9,260 | $4,216+119.6% | $3,870+139.3% | $4,663+98.6% |
| Participant deferral / active EE | $1,536 | $5,621-72.7% | $5,060-69.6% | $6,691-77.0% |
| Admin fee / account holder | $1,820 | $9,750-81.3% | $8,391-78.3% | $13,402-86.4% |