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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 | $49,701 | $105,856-53.0% | $90,161-44.9% | $147,586-66.3% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 17.10% | 37.63%-20.5pp | 34.89%-17.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,766 | $4,126-57.2% | $3,318-46.8% | $4,876-63.8% |
| Participant deferral / active EE | $7,346 | $5,733+28.1% | $5,287+38.9% | $5,439+35.1% |
| Admin fee / account holder | $505 | $8,046-93.7% | $5,943-91.5% | $10,886-95.4% |