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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 | $20,603 | $148,629-86.1% | $135,982-84.8% | $139,487-85.2% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 15.86% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,391 | $5,247-54.4% | $4,859-50.8% | $4,755-49.7% |
| Participant deferral / active EE | $5,482 | $8,102-32.3% | $7,760-29.4% | $6,713-18.3% |
| Admin fee / account holder | $5,598 | $12,406-54.9% | $10,767-48.0% | $11,407-50.9% |