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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 | $53,527 | $111,814-52.1% | $103,374-48.2% | $145,959-63.3% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 15.01% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,971 | $4,214-53.2% | $3,869-49.1% | $4,661-57.7% |
| Participant deferral / active EE | $2,642 | $5,618-53.0% | $5,058-47.8% | $6,689-60.5% |
| Admin fee / account holder | $3,228 | $9,754-66.9% | $8,394-61.5% | $13,398-75.9% |