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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 | $35,410 | $73,546-51.9% | $63,018-43.8% | $147,586-76.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.8%+20.8pp | 82.8%+12.8pp |
| Annual return | 12.73% | 175.56%-162.8pp | 87.62%-74.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $869 | $3,324-73.9% | $2,761-68.5% | $4,876-82.2% |
| Participant deferral / active EE | $1,836 | $4,185-56.1% | $3,330-44.9% | $5,439-66.2% |
| Admin fee / account holder | $1,191 | $5,956-80.0% | $3,601-66.9% | $10,886-89.1% |