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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 | $28,618 | $157,829-81.9% | $136,867-79.1% | $198,609-85.6% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 18.64% | 51.25%-32.6pp | 42.97%-24.3pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,246 | $3,923-42.7% | $3,547-36.7% | $5,055-55.6% |
| Participant deferral / active EE | $3,713 | $5,463-32.0% | $4,924-24.6% | $6,977-46.8% |
| Admin fee / account holder | $640 | $11,107-94.2% | $10,340-93.8% | $19,030-96.6% |