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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 | $60,292 | $78,707-23.4% | $117,861-48.8% | $70,126-14.0% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 13.48% | 23.30%-9.8pp | 335.11%-321.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,916 | $2,223-13.8% | $3,786-49.4% | $2,343-18.2% |
| Participant deferral / active EE | $3,068 | $3,297-7.0% | $4,482-31.6% | $3,332-7.9% |
| Admin fee / account holder | $1,540 | $5,066-69.6% | $8,021-80.8% | $4,645-66.9% |