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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 | $43,778 | $77,419-43.5% | $69,461-37.0% | $152,885-71.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.5%+11.3pp |
| Annual return | 19.41% | 39.07%-19.7pp | 28.97%-9.6pp | 345.39%-326.0pp |
| Employer contribution / active EE | $939 | $3,315-71.7% | $2,779-66.2% | $4,763-80.3% |
| Participant deferral / active EE | $1,421 | $4,414-67.8% | $3,536-59.8% | $5,851-75.7% |
| Admin fee / account holder | $519 | $6,207-91.6% | $3,840-86.5% | $11,598-95.5% |