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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 | $26,954 | $110,379-75.6% | $102,412-73.7% | $145,884-81.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.35% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,572 | $4,216-39.0% | $3,870-33.5% | $4,662-44.8% |
| Participant deferral / active EE | $4,244 | $5,622-24.5% | $5,060-16.1% | $6,690-36.6% |
| Admin fee / account holder | $694 | $9,745-92.9% | $8,388-91.7% | $13,392-94.8% |