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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 | $74,899 | $105,856-29.2% | $90,161-16.9% | $147,586-49.3% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 21.24% | 37.63%-16.4pp | 34.89%-13.6pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,505 | $4,126-39.3% | $3,318-24.5% | $4,876-48.6% |
| Participant deferral / active EE | $3,819 | $5,733-33.4% | $5,287-27.8% | $5,439-29.8% |
| Admin fee / account holder | $1,078 | $8,046-86.6% | $5,943-81.9% | $10,886-90.1% |