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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 | $26,311 | $83,337-68.4% | $67,834-61.2% | $273,972-90.4% |
| Participation rate | 94.1% | 76.4%+17.7pp | 68.8%+25.3pp | 83.0%+11.1pp |
| Annual return | 5.40% | 259.45%-254.0pp | 138.47%-133.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $5,975 | $3,287+81.8% | $2,403+148.6% | $4,869+22.7% |
| Participant deferral / active EE | $4,159 | $4,088+1.7% | $3,160+31.6% | $5,287-21.3% |
| Admin fee / account holder | $1,219 | $6,752-81.9% | $4,622-73.6% | $10,133-88.0% |