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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 | $56,573 | $97,765-42.1% | $103,486-45.3% | $145,884-61.2% |
| Participation rate | 93.8% | 81.1%+12.6pp | 80.5%+13.2pp | 80.3%+13.4pp |
| Annual return | 11.73% | 25.44%-13.7pp | 23.93%-12.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,656 | $4,687-64.7% | $4,679-64.6% | $4,662-64.5% |
| Participant deferral / active EE | $3,081 | $6,606-53.4% | $6,628-53.5% | $6,690-54.0% |
| Admin fee / account holder | $1,904 | $12,505-84.8% | $9,354-79.6% | $13,392-85.8% |