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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 | $25,157 | $124,314-79.8% | $109,163-77.0% | $167,518-85.0% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 17.24% | 26.04%-8.8pp | 25.75%-8.5pp | 478.71%-461.5pp |
| Employer contribution / active EE | $5,092 | $4,209+21.0% | $3,723+36.8% | $4,838+5.2% |
| Participant deferral / active EE | $3,040 | $5,256-42.2% | $4,654-34.7% | $6,342-52.1% |
| Admin fee / account holder | $3,180 | $7,973-60.1% | $6,754-52.9% | $12,312-74.2% |