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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 | $24,907 | $147,556-83.1% | $129,031-80.7% | $198,609-87.5% |
| Participation rate | 94.4% | 77.2%+17.2pp | 73.4%+21.1pp | 82.4%+12.1pp |
| Annual return | 20.44% | 37.41%-17.0pp | 34.67%-14.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,297 | $3,645-37.0% | $3,226-28.8% | $5,055-54.6% |
| Participant deferral / active EE | $4,854 | $5,760-15.7% | $5,217-7.0% | $6,977-30.4% |
| Admin fee / account holder | $2,529 | $15,467-83.6% | $13,208-80.8% | $19,030-86.7% |