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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 | $72,865 | $101,063-27.9% | $81,473-10.6% | $147,586-50.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 15.78% | 32.41%-16.6pp | 38.78%-23.0pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,159 | $3,206-63.9% | $2,568-54.9% | $4,876-76.2% |
| Participant deferral / active EE | $2,079 | $4,242-51.0% | $3,537-41.2% | $5,439-61.8% |
| Admin fee / account holder | $768 | $5,812-86.8% | $4,561-83.2% | $10,886-92.9% |