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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 | $25,886 | $77,814-66.7% | $158,223-83.6% | $86,983-70.2% |
| Participation rate | 88.7% | 68.4%+20.3pp | 79.2%+9.5pp | 69.5%+19.1pp |
| Annual return | 14.16% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.7pp |
| Employer contribution / active EE | $4,502 | $2,592+73.7% | $4,109+9.6% | $2,584+74.2% |
| Participant deferral / active EE | $1,158 | $3,270-64.6% | $5,467-78.8% | $4,194-72.4% |
| Admin fee / account holder | $1,290 | $5,879-78.1% | $16,047-92.0% | $7,856-83.6% |