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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 | $73,393 | $95,415-23.1% | $185,851-60.5% | $85,851-14.5% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 14.80% | 23.59%-8.8pp | 122.11%-107.3pp | 318.63%-303.8pp |
| Employer contribution / active EE | $1,648 | $3,314-50.3% | $5,168-68.1% | $2,565-35.8% |
| Participant deferral / active EE | $1,314 | $3,424-61.6% | $5,569-76.4% | $3,952-66.8% |
| Admin fee / account holder | $1,918 | $7,215-73.4% | $16,245-88.2% | $6,261-69.4% |