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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 | $26,004 | $78,682-67.0% | $109,188-76.2% | $85,851-69.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 14.79% | 25.09%-10.3pp | 25.76%-11.0pp | 318.63%-303.8pp |
| Employer contribution / active EE | $2,031 | $2,734-25.7% | $3,723-45.5% | $2,565-20.8% |
| Participant deferral / active EE | $3,692 | $3,468+6.5% | $4,654-20.7% | $3,952-6.6% |
| Admin fee / account holder | $4,426 | $5,470-19.1% | $6,755-34.5% | $6,261-29.3% |