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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 | $42,278 | $124,346-66.0% | $111,306-62.0% | $167,553-74.8% |
| Participation rate | 86.4% | 79.6%+6.7pp | 77.3%+9.0pp | 82.1%+4.2pp |
| Annual return | 13.44% | 37.46%-24.0pp | 54.67%-41.2pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,333 | $3,438-61.2% | $2,732-51.2% | $4,840-72.5% |
| Participant deferral / active EE | $2,114 | $5,182-59.2% | $4,488-52.9% | $6,343-66.7% |
| Admin fee / account holder | $910 | $10,623-91.4% | $7,966-88.6% | $12,316-92.6% |