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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 | $30,322 | $91,037-66.7% | $71,671-57.7% | $147,586-79.5% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 12.71% | 20.48%-7.8pp | 20.65%-7.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,086 | $3,327-37.3% | $2,460-15.2% | $4,876-57.2% |
| Participant deferral / active EE | $2,174 | $4,498-51.7% | $3,438-36.8% | $5,439-60.0% |
| Admin fee / account holder | $371 | $8,613-95.7% | $5,558-93.3% | $10,886-96.6% |