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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 | $55,297 | $87,733-37.0% | $106,551-48.1% | $85,856-35.6% |
| Participation rate | 92.9% | 71.9%+20.9pp | 76.1%+16.7pp | 69.3%+23.5pp |
| Annual return | 11.41% | 21.86%-10.4pp | 26.80%-15.4pp | 318.58%-307.2pp |
| Employer contribution / active EE | $536 | $2,073-74.2% | $2,819-81.0% | $2,565-79.1% |
| Participant deferral / active EE | $3,063 | $3,469-11.7% | $4,398-30.4% | $3,952-22.5% |
| Admin fee / account holder | $3,671 | $6,767-45.8% | $7,408-50.4% | $6,261-41.4% |