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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 | $26,618 | $114,119-76.7% | $107,187-75.2% | $138,895-80.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 79.9%+12.4pp |
| Annual return | 19.12% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,784 | $4,059-31.4% | $3,782-26.4% | $4,194-33.6% |
| Participant deferral / active EE | $3,117 | $5,538-43.7% | $5,096-38.8% | $6,396-51.3% |
| Admin fee / account holder | $3,039 | $10,024-69.7% | $9,162-66.8% | $12,562-75.8% |