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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 | $61,681 | $78,425-21.4% | $95,956-35.7% | $79,858-22.8% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,334 | $1,945-31.4% | $2,541-47.5% | $2,471-46.0% |
| Participant deferral / active EE | $2,004 | $3,440-41.7% | $4,167-51.9% | $3,740-46.4% |
| Admin fee / account holder | $1,464 | $5,622-74.0% | $6,797-78.5% | $5,306-72.4% |