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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 | $15,635 | $53,841-71.0% | $75,731-79.4% | $85,851-81.8% |
| Participation rate | 87.8% | 69.0%+18.7pp | 74.8%+12.9pp | 69.3%+18.5pp |
| Annual return | 31.41% | 24.54%+6.9pp | 104.65%-73.2pp | 318.63%-287.2pp |
| Employer contribution / active EE | $1,493 | $2,017-26.0% | $2,743-45.6% | $2,565-41.8% |
| Participant deferral / active EE | $4,987 | $2,895+72.3% | $3,820+30.5% | $3,952+26.2% |
| Admin fee / account holder | $751 | $3,340-77.5% | $3,620-79.3% | $6,261-88.0% |