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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 | $44,497 | $124,346-64.2% | $111,306-60.0% | $167,553-73.4% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 14.61% | 37.46%-22.8pp | 54.67%-40.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,934 | $3,438-43.7% | $2,732-29.2% | $4,840-60.0% |
| Participant deferral / active EE | $3,049 | $5,182-41.2% | $4,488-32.1% | $6,343-51.9% |
| Admin fee / account holder | $536 | $10,623-95.0% | $7,966-93.3% | $12,316-95.6% |