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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 | $38,874 | $91,037-57.3% | $71,671-45.8% | $147,586-73.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 12.98% | 20.48%-7.5pp | 20.65%-7.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,049 | $3,327-38.4% | $2,460-16.7% | $4,876-58.0% |
| Participant deferral / active EE | $3,179 | $4,498-29.3% | $3,438-7.5% | $5,439-41.5% |
| Admin fee / account holder | $2,683 | $8,613-68.8% | $5,558-51.7% | $10,886-75.3% |