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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 | $46,813 | $105,856-55.8% | $90,161-48.1% | $147,586-68.3% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 15.98% | 37.63%-21.6pp | 34.89%-18.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,641 | $4,126-36.0% | $3,318-20.4% | $4,876-45.9% |
| Participant deferral / active EE | $3,490 | $5,733-39.1% | $5,287-34.0% | $5,439-35.8% |
| Admin fee / account holder | $903 | $8,046-88.8% | $5,943-84.8% | $10,886-91.7% |