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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 | $37,277 | $86,298-56.8% | $111,308-66.5% | $85,847-56.6% |
| Participation rate | 88.4% | 73.3%+15.0pp | 77.3%+11.1pp | 69.3%+19.1pp |
| Annual return | 14.53% | 19.99%-5.5pp | 54.67%-40.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $1,519 | $2,044-25.7% | $2,732-44.4% | $2,565-40.8% |
| Participant deferral / active EE | $2,962 | $3,641-18.6% | $4,487-34.0% | $3,952-25.1% |
| Admin fee / account holder | $706 | $8,189-91.4% | $7,965-91.1% | $6,261-88.7% |