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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 | $63,764 | $99,994-36.2% | $146,647-56.5% | $85,851-25.7% |
| Participation rate | 90.2% | 73.1%+17.1pp | 80.1%+10.1pp | 69.3%+20.9pp |
| Annual return | 13.41% | 18.93%-5.5pp | 22.75%-9.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,736 | $2,559-32.2% | $4,137-58.0% | $2,565-32.3% |
| Participant deferral / active EE | $3,456 | $4,006-13.7% | $5,506-37.2% | $3,952-12.6% |
| Admin fee / account holder | $2,289 | $7,703-70.3% | $10,281-77.7% | $6,261-63.4% |