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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 | $56,330 | $124,346-54.7% | $111,308-49.4% | $167,536-66.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 10.66% | 37.45%-26.8pp | 54.67%-44.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,070 | $3,437-68.9% | $2,732-60.8% | $4,839-77.9% |
| Participant deferral / active EE | $7,358 | $5,182+42.0% | $4,487+64.0% | $6,342+16.0% |
| Admin fee / account holder | $453 | $10,621-95.7% | $7,965-94.3% | $12,315-96.3% |