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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 | $54,309 | $117,444-53.8% | $99,479-45.4% | $152,909-64.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.5%+7.5pp |
| Annual return | 41.70% | 31.87%+9.8pp | 30.72%+11.0pp | 345.46%-303.8pp |
| Employer contribution / active EE | $724 | $3,014-76.0% | $2,540-71.5% | $4,764-84.8% |
| Participant deferral / active EE | $1,668 | $4,086-59.2% | $3,619-53.9% | $5,851-71.5% |
| Admin fee / account holder | $1,648 | $7,635-78.4% | $6,253-73.6% | $11,601-85.8% |