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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 | $61,982 | $118,708-47.8% | $98,920-37.3% | $158,982-61.0% |
| Participation rate | 90.5% | 77.8%+12.7pp | 76.0%+14.4pp | 82.0%+8.5pp |
| Annual return | 10.45% | 372.49%-362.0pp | 196.47%-186.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $975 | $3,334-70.8% | $2,689-63.7% | $4,763-79.5% |
| Participant deferral / active EE | $1,983 | $5,089-61.0% | $4,245-53.3% | $5,983-66.9% |
| Admin fee / account holder | $2,541 | $10,134-74.9% | $6,643-61.8% | $11,252-77.4% |