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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 | $41,926 | $114,237-63.3% | $119,258-64.8% | $167,536-75.0% |
| Participation rate | 95.2% | 83.7%+11.5pp | 82.7%+12.5pp | 82.1%+13.1pp |
| Annual return | 14.96% | 29.87%-14.9pp | 30.69%-15.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,148 | $4,481-74.4% | $4,384-73.8% | $4,839-76.3% |
| Participant deferral / active EE | $9,183 | $6,084+50.9% | $6,111+50.3% | $6,342+44.8% |
| Admin fee / account holder | $1,321 | $8,932-85.2% | $7,226-81.7% | $12,315-89.3% |