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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 | $49,514 | $78,682-37.1% | $109,188-54.7% | $85,851-42.3% |
| Participation rate | 98.3% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+29.0pp |
| Annual return | 12.02% | 25.09%-13.1pp | 25.76%-13.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $2,257 | $2,734-17.4% | $3,723-39.4% | $2,565-12.0% |
| Participant deferral / active EE | $4,971 | $3,468+43.3% | $4,654+6.8% | $3,952+25.8% |
| Admin fee / account holder | $1,979 | $5,470-63.8% | $6,755-70.7% | $6,261-68.4% |