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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 | $27,464 | $106,236-74.1% | $96,496-71.5% | $139,427-80.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 18.07% | 38.43%-20.4pp | 35.70%-17.6pp | 373.27%-355.2pp |
| Employer contribution / active EE | $1,166 | $4,104-71.6% | $3,738-68.8% | $4,752-75.5% |
| Participant deferral / active EE | $1,805 | $5,455-66.9% | $4,879-63.0% | $6,711-73.1% |
| Admin fee / account holder | $1,147 | $7,879-85.4% | $6,731-83.0% | $11,404-89.9% |