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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 | $50,926 | $105,960-51.9% | $81,726-37.7% | $158,982-68.0% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 18.33% | 38.19%-19.9pp | 29.49%-11.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,368 | $7,805-69.7% | $4,311-45.1% | $4,763-50.3% |
| Participant deferral / active EE | $3,031 | $13,011-76.7% | $7,108-57.4% | $5,983-49.3% |
| Admin fee / account holder | $410 | $8,494-95.2% | $5,160-92.1% | $11,252-96.4% |