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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 | $63,130 | $165,939-62.0% | $122,354-48.4% | $147,586-57.2% |
| Participation rate | 95.2% | 79.6%+15.7pp | 71.6%+23.6pp | 82.8%+12.4pp |
| Annual return | 15.29% | 34.56%-19.3pp | 30.28%-15.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,259 | $5,754-78.1% | $4,051-68.9% | $4,876-74.2% |
| Participant deferral / active EE | $1,723 | $4,005-57.0% | $3,287-47.6% | $5,439-68.3% |
| Admin fee / account holder | $398 | $7,425-94.6% | $5,479-92.7% | $10,886-96.3% |