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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 | $54,761 | $117,895-53.6% | $102,460-46.6% | $145,897-62.5% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 14.63% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,060 | $3,619-43.1% | $3,025-31.9% | $4,663-55.8% |
| Participant deferral / active EE | $2,296 | $5,736-60.0% | $5,056-54.6% | $6,689-65.7% |
| Admin fee / account holder | $1,281 | $13,353-90.4% | $9,460-86.5% | $13,390-90.4% |