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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 | $49,633 | $104,251-52.4% | $91,004-45.5% | $147,586-66.4% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.6%+20.2pp | 82.8%+13.0pp |
| Annual return | 23.30% | 27.06%-3.8pp | 4.60%+18.7pp | 578.59%-555.3pp |
| Employer contribution / active EE | $1,421 | $3,116-54.4% | $2,456-42.1% | $4,876-70.9% |
| Participant deferral / active EE | $1,765 | $4,195-57.9% | $3,548-50.3% | $5,439-67.5% |
| Admin fee / account holder | $1,020 | $8,948-88.6% | $5,417-81.2% | $10,886-90.6% |