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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 | $31,595 | $103,387-69.4% | $87,102-63.7% | $152,885-79.3% |
| Participation rate | 94.1% | 79.4%+14.8pp | 76.9%+17.2pp | 82.5%+11.7pp |
| Annual return | 11.04% | 28.10%-17.1pp | 28.19%-17.1pp | 345.39%-334.3pp |
| Employer contribution / active EE | $5,699 | $3,221+76.9% | $2,521+126.0% | $4,763+19.6% |
| Participant deferral / active EE | $1,855 | $4,778-61.2% | $4,048-54.2% | $5,851-68.3% |
| Admin fee / account holder | $368 | $12,193-97.0% | $7,491-95.1% | $11,598-96.8% |