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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 | $52,958 | $110,337-52.0% | $102,383-48.3% | $145,877-63.7% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 9.58% | 24.83%-15.2pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,704 | $4,216-59.6% | $3,870-56.0% | $4,663-63.5% |
| Participant deferral / active EE | $2,632 | $5,621-53.2% | $5,060-48.0% | $6,691-60.7% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,391-92.9% | $13,402-95.6% |