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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 | $27,142 | $117,895-77.0% | $102,460-73.5% | $145,897-81.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.28% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,214 | $3,619-66.5% | $3,025-59.9% | $4,663-74.0% |
| Participant deferral / active EE | $2,498 | $5,736-56.5% | $5,056-50.6% | $6,689-62.7% |
| Admin fee / account holder | $4,532 | $13,353-66.1% | $9,460-52.1% | $13,390-66.2% |