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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 | $46,280 | $50,554-8.5% | $67,681-31.6% | $87,485-47.1% |
| Participation rate | 93.4% | 67.7%+25.7pp | 73.7%+19.7pp | 68.9%+24.5pp |
| Annual return | 12.10% | 17.81%-5.7pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $664 | $1,988-66.6% | $2,678-75.2% | $2,596-74.4% |
| Participant deferral / active EE | $1,786 | $2,961-39.7% | $3,976-55.1% | $4,274-58.2% |
| Admin fee / account holder | $3,677 | $4,132-11.0% | $6,100-39.7% | $7,775-52.7% |