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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 | $76,958 | $106,247-27.6% | $96,515-20.3% | $139,466-44.8% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 14.20% | 38.47%-24.3pp | 35.73%-21.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,649 | $4,106-59.8% | $3,740-55.9% | $4,754-65.3% |
| Participant deferral / active EE | $3,122 | $5,456-42.8% | $4,880-36.0% | $6,712-53.5% |
| Admin fee / account holder | $2,121 | $7,885-73.1% | $6,735-68.5% | $11,409-81.4% |