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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 | $71,014 | $114,013-37.7% | $103,693-31.5% | $155,188-54.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.8pp | 80.8%+13.6pp |
| Annual return | 12.78% | 49.31%-36.5pp | 47.61%-34.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,881 | $3,131-39.9% | $2,920-35.6% | $4,248-55.7% |
| Participant deferral / active EE | $3,408 | $4,970-31.4% | $4,579-25.6% | $6,531-47.8% |
| Admin fee / account holder | $472 | $8,407-94.4% | $7,858-94.0% | $14,480-96.7% |