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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 | $57,927 | $111,814-48.2% | $103,378-44.0% | $145,978-60.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 12.72% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,358 | $4,215-44.1% | $3,870-39.1% | $4,662-49.4% |
| Participant deferral / active EE | $4,497 | $5,618-19.9% | $5,058-11.1% | $6,690-32.8% |
| Admin fee / account holder | $617 | $9,764-93.7% | $8,401-92.7% | $13,400-95.4% |