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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 | $30,516 | $103,393-70.5% | $87,103-65.0% | $152,909-80.0% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 22.27% | 28.10%-5.8pp | 28.19%-5.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,205 | $3,221-62.6% | $2,521-52.2% | $4,764-74.7% |
| Participant deferral / active EE | $3,291 | $4,778-31.1% | $4,049-18.7% | $5,851-43.8% |
| Admin fee / account holder | $497 | $12,195-95.9% | $7,491-93.4% | $11,601-95.7% |