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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 | $50,840 | $103,393-50.8% | $87,103-41.6% | $152,909-66.8% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.9%+18.6pp | 82.5%+13.0pp |
| Annual return | 17.82% | 28.10%-10.3pp | 28.19%-10.4pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,542 | $3,221-52.1% | $2,521-38.8% | $4,764-67.6% |
| Participant deferral / active EE | $3,514 | $4,778-26.5% | $4,049-13.2% | $5,851-39.9% |
| Admin fee / account holder | $9,195 | $12,195-24.6% | $7,491+22.7% | $11,601-20.7% |