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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 | $106,809 | $124,346-14.1% | $111,308-4.0% | $167,536-36.2% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 9.35% | 37.45%-28.1pp | 54.67%-45.3pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,500 | $3,437-56.4% | $2,732-45.1% | $4,839-69.0% |
| Participant deferral / active EE | $3,347 | $5,182-35.4% | $4,487-25.4% | $6,342-47.2% |
| Admin fee / account holder | $317 | $10,621-97.0% | $7,965-96.0% | $12,315-97.4% |