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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 | $37,189 | $118,708-68.7% | $98,920-62.4% | $158,966-76.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 14.53% | 372.49%-358.0pp | 196.47%-181.9pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,068 | $3,334-68.0% | $2,689-60.3% | $4,762-77.6% |
| Participant deferral / active EE | $1,418 | $5,089-72.1% | $4,245-66.6% | $5,983-76.3% |
| Admin fee / account holder | $350 | $10,134-96.5% | $6,643-94.7% | $11,250-96.9% |