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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 | $62,342 | $116,203-46.4% | $93,621-33.4% | $152,909-59.2% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.8%+18.9pp | 82.5%+12.3pp |
| Annual return | 27.46% | 35.96%-8.5pp | 32.76%-5.3pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,639 | $3,219-49.1% | $2,719-39.7% | $4,764-65.6% |
| Participant deferral / active EE | $3,942 | $4,605-14.4% | $4,070-3.1% | $5,851-32.6% |
| Admin fee / account holder | $670 | $10,751-93.8% | $7,890-91.5% | $11,601-94.2% |