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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 | $54,364 | $98,776-45.0% | $149,745-63.7% | $79,856-31.9% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 14.98% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,940 | $3,217-39.7% | $4,646-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $3,049 | $5,681-46.3% | $6,843-55.4% | $3,741-18.5% |
| Admin fee / account holder | $495 | $6,053-91.8% | $9,312-94.7% | $5,306-90.7% |