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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 | $53,489 | $124,346-57.0% | $111,308-51.9% | $167,536-68.1% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 14.82% | 37.45%-22.6pp | 54.67%-39.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $1,603 | $3,437-53.4% | $2,732-41.3% | $4,839-66.9% |
| Participant deferral / active EE | $4,187 | $5,182-19.2% | $4,487-6.7% | $6,342-34.0% |
| Admin fee / account holder | $724 | $10,621-93.2% | $7,965-90.9% | $12,315-94.1% |