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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 | $73,518-51.8% | $63,003-43.8% | $147,585-76.0% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.8%+20.8pp | 82.8%+12.8pp |
| Annual return | 12.73% | 175.46%-162.7pp | 87.59%-74.9pp | 578.57%-565.8pp |
| Employer contribution / active EE | $869 | $3,322-73.8% | $2,760-68.5% | $4,876-82.2% |
| Participant deferral / active EE | $1,836 | $4,183-56.1% | $3,329-44.9% | $5,439-66.2% |
| Admin fee / account holder | $1,191 | $5,952-80.0% | $3,600-66.9% | $10,885-89.1% |