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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 | $57,776 | $103,392-44.1% | $87,104-33.7% | $152,897-62.2% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.9%+10.1pp | 82.5%+4.5pp |
| Annual return | 14.56% | 28.10%-13.5pp | 28.19%-13.6pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,176 | $3,221-63.5% | $2,521-53.4% | $4,764-75.3% |
| Participant deferral / active EE | $3,039 | $4,778-36.4% | $4,048-24.9% | $5,851-48.1% |
| Admin fee / account holder | $1,256 | $12,194-89.7% | $7,491-83.2% | $11,599-89.2% |