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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 | $62,526 | $110,240-43.3% | $96,544-35.2% | $139,487-55.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 19.14% | 26.41%-7.3pp | 25.88%-6.7pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,249 | $3,622-65.5% | $2,966-57.9% | $4,755-73.7% |
| Participant deferral / active EE | $2,618 | $5,549-52.8% | $4,851-46.0% | $6,713-61.0% |
| Admin fee / account holder | $1,103 | $11,602-90.5% | $8,254-86.6% | $11,407-90.3% |