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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 | $51,994 | $117,895-55.9% | $102,460-49.3% | $145,897-64.4% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+18.9pp | 80.3%+15.1pp |
| Annual return | 11.97% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $909 | $3,619-74.9% | $3,025-69.9% | $4,663-80.5% |
| Participant deferral / active EE | $3,148 | $5,736-45.1% | $5,056-37.7% | $6,689-52.9% |
| Admin fee / account holder | $2,391 | $13,353-82.1% | $9,460-74.7% | $13,390-82.1% |