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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 | $74,066 | $98,240-24.6% | $82,313-10.0% | $147,585-49.8% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 12.13% | 30.85%-18.7pp | 25.88%-13.7pp | 578.58%-566.5pp |
| Employer contribution / active EE | $1,920 | $3,192-39.8% | $2,428-20.9% | $4,876-60.6% |
| Participant deferral / active EE | $4,674 | $4,383+6.6% | $3,706+26.1% | $5,439-14.1% |
| Admin fee / account holder | $577 | $8,563-93.3% | $5,608-89.7% | $10,886-94.7% |