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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 | $63,563 | $113,338-43.9% | $94,993-33.1% | $147,586-56.9% |
| Participation rate | 90.0% | 78.0%+12.0pp | 73.9%+16.1pp | 82.8%+7.2pp |
| Annual return | 12.27% | 20.80%-8.5pp | 27.14%-14.9pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,224 | $3,160-61.3% | $2,603-53.0% | $4,876-74.9% |
| Participant deferral / active EE | $7,180 | $3,777+90.1% | $3,317+116.5% | $5,439+32.0% |
| Admin fee / account holder | $379 | $6,063-93.8% | $4,960-92.4% | $10,886-96.5% |