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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 | $67,645 | $124,330-45.6% | $109,173-38.0% | $167,536-59.6% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 11.52% | 26.04%-14.5pp | 25.75%-14.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $1,034 | $4,209-75.4% | $3,723-72.2% | $4,839-78.6% |
| Participant deferral / active EE | $3,230 | $5,256-38.6% | $4,654-30.6% | $6,342-49.1% |
| Admin fee / account holder | $1,360 | $7,974-82.9% | $6,755-79.9% | $12,315-89.0% |