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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 | $37,736 | $78,670-52.0% | $109,173-65.4% | $85,847-56.0% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 11.93% | 25.09%-13.2pp | 25.75%-13.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,416 | $2,734-48.2% | $3,723-62.0% | $2,565-44.8% |
| Participant deferral / active EE | $2,556 | $3,467-26.3% | $4,654-45.1% | $3,952-35.3% |
| Admin fee / account holder | $1,408 | $5,469-74.3% | $6,755-79.2% | $6,261-77.5% |