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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 | $57,925 | $98,240-41.0% | $82,312-29.6% | $147,586-60.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 18.16% | 30.85%-12.7pp | 25.88%-7.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,112 | $3,192-65.2% | $2,428-54.2% | $4,876-77.2% |
| Participant deferral / active EE | $4,252 | $4,383-3.0% | $3,706+14.7% | $5,439-21.8% |
| Admin fee / account holder | $851 | $8,563-90.1% | $5,608-84.8% | $10,886-92.2% |