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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 | $58,620 | $104,251-43.8% | $91,004-35.6% | $147,586-60.3% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 19.11% | 27.06%-8.0pp | 4.60%+14.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,818 | $3,116-41.6% | $2,456-26.0% | $4,876-62.7% |
| Participant deferral / active EE | $5,888 | $4,195+40.4% | $3,548+66.0% | $5,439+8.3% |
| Admin fee / account holder | $372 | $8,948-95.8% | $5,417-93.1% | $10,886-96.6% |