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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 | $26,709 | $110,337-75.8% | $102,383-73.9% | $145,877-81.7% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.41% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,282 | $4,216+1.6% | $3,870+10.6% | $4,663-8.2% |
| Participant deferral / active EE | $5,050 | $5,621-10.2% | $5,060-0.2% | $6,691-24.5% |
| Admin fee / account holder | $8,372 | $9,750-14.1% | $8,391-0.2% | $13,402-37.5% |