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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 | $44,228 | $95,415-53.6% | $185,851-76.2% | $85,851-48.5% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,712 | $3,314-48.3% | $5,168-66.9% | $2,565-33.3% |
| Participant deferral / active EE | $2,548 | $3,424-25.6% | $5,569-54.2% | $3,952-35.5% |
| Admin fee / account holder | $1,574 | $7,215-78.2% | $16,245-90.3% | $6,261-74.9% |