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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 | $57,165 | $176,786-67.7% | $146,643-61.0% | $167,536-65.9% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 12.89% | 24.04%-11.1pp | 22.75%-9.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,701 | $5,161-47.7% | $4,137-34.7% | $4,839-44.2% |
| Participant deferral / active EE | $3,167 | $6,440-50.8% | $5,506-42.5% | $6,342-50.1% |
| Admin fee / account holder | $3,893 | $13,262-70.6% | $10,280-62.1% | $12,315-68.4% |