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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 | $60,439 | $124,346-51.4% | $111,308-45.7% | $167,536-63.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 13.76% | 37.45%-23.7pp | 54.67%-40.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,654 | $3,437-51.9% | $2,732-39.4% | $4,839-65.8% |
| Participant deferral / active EE | $3,372 | $5,182-34.9% | $4,487-24.9% | $6,342-46.8% |
| Admin fee / account holder | $1,395 | $10,621-86.9% | $7,965-82.5% | $12,315-88.7% |