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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 | $25,325 | $88,672-71.4% | $105,223-75.9% | $82,448-69.3% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 20.73% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,088 | $3,048+1.3% | $3,689-16.3% | $2,551+21.1% |
| Participant deferral / active EE | $4,758 | $4,036+17.9% | $5,072-6.2% | $4,139+14.9% |
| Admin fee / account holder | $898 | $7,146-87.4% | $8,859-89.9% | $7,234-87.6% |