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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 | $44,230 | $124,346-64.4% | $111,306-60.3% | $167,553-73.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 16.22% | 37.46%-21.2pp | 54.67%-38.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,040 | $3,438-69.8% | $2,732-61.9% | $4,840-78.5% |
| Participant deferral / active EE | $4,041 | $5,182-22.0% | $4,488-10.0% | $6,343-36.3% |
| Admin fee / account holder | $357 | $10,623-96.6% | $7,966-95.5% | $12,316-97.1% |