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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 | $58,225 | $91,037-36.0% | $71,671-18.8% | $147,586-60.5% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 22.74% | 20.48%+2.3pp | 20.65%+2.1pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,269 | $3,327-61.8% | $2,460-48.4% | $4,876-74.0% |
| Participant deferral / active EE | $2,646 | $4,498-41.2% | $3,438-23.1% | $5,439-51.4% |
| Admin fee / account holder | $956 | $8,613-88.9% | $5,558-82.8% | $10,886-91.2% |