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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 | $43,161 | $110,337-60.9% | $102,383-57.8% | $145,877-70.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.51% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,336 | $4,216-68.3% | $3,870-65.5% | $4,663-71.3% |
| Participant deferral / active EE | $3,972 | $5,621-29.3% | $5,060-21.5% | $6,691-40.6% |
| Admin fee / account holder | $3,592 | $9,750-63.2% | $8,391-57.2% | $13,402-73.2% |