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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 | $39,202 | $75,962-48.4% | $154,108-74.6% | $64,173-38.9% |
| Participation rate | 95.1% | 70.4%+24.7pp | 83.0%+12.1pp | 69.6%+25.6pp |
| Annual return | 8.34% | 30.32%-22.0pp | 735.21%-726.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,627 | $3,350-51.4% | $5,298-69.3% | $2,381-31.6% |
| Participant deferral / active EE | $1,630 | $3,175-48.7% | $5,081-67.9% | $3,470-53.0% |
| Admin fee / account holder | $311 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |