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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 | $49,063 | $53,127-7.7% | $86,587-43.3% | $70,131-30.0% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 13.87% | 27.66%-13.8pp | 964.86%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,719 | $2,068-16.9% | $2,839-39.5% | $2,342-26.6% |
| Participant deferral / active EE | $2,131 | $2,696-20.9% | $3,609-40.9% | $3,332-36.0% |
| Admin fee / account holder | $721 | $3,585-79.9% | $4,906-85.3% | $4,645-84.5% |