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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 | $28,624 | $124,330-77.0% | $109,173-73.8% | $167,536-82.9% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.49% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,041 | $4,209-75.3% | $3,723-72.0% | $4,839-78.5% |
| Participant deferral / active EE | $4,805 | $5,256-8.6% | $4,654+3.3% | $6,342-24.2% |
| Admin fee / account holder | $6,196 | $7,974-22.3% | $6,755-8.3% | $12,315-49.7% |