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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 | $107,793 | $124,346-13.3% | $111,306-3.2% | $167,553-35.7% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 15.52% | 37.46%-21.9pp | 54.67%-39.1pp | 478.89%-463.4pp |
| Employer contribution / active EE | $748 | $3,438-78.2% | $2,732-72.6% | $4,840-84.5% |
| Participant deferral / active EE | $3,628 | $5,182-30.0% | $4,488-19.2% | $6,343-42.8% |
| Admin fee / account holder | $826 | $10,623-92.2% | $7,966-89.6% | $12,316-93.3% |