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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 | $34,654 | $77,416-55.2% | $69,464-50.1% | $152,897-77.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 74.6%+13.6pp | 82.5%+5.8pp |
| Annual return | 34.08% | 39.08%-5.0pp | 28.98%+5.1pp | 345.43%-311.4pp |
| Employer contribution / active EE | $1,066 | $3,315-67.8% | $2,779-61.6% | $4,764-77.6% |
| Participant deferral / active EE | $3,347 | $4,413-24.2% | $3,536-5.3% | $5,851-42.8% |
| Admin fee / account holder | $398 | $6,208-93.6% | $3,840-89.6% | $11,599-96.6% |