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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 | $59,746 | $86,294-30.8% | $111,303-46.3% | $85,856-30.4% |
| Participation rate | 87.2% | 73.3%+13.8pp | 77.3%+9.9pp | 69.3%+17.9pp |
| Annual return | 15.42% | 19.99%-4.6pp | 54.66%-39.2pp | 318.58%-303.2pp |
| Employer contribution / active EE | $680 | $2,043-66.7% | $2,731-75.1% | $2,565-73.5% |
| Participant deferral / active EE | $3,292 | $3,641-9.6% | $4,487-26.6% | $3,952-16.7% |
| Admin fee / account holder | $962 | $8,189-88.3% | $7,966-87.9% | $6,261-84.6% |