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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 | $61,412 | $95,415-35.6% | $185,851-67.0% | $85,851-28.5% |
| Participation rate | 97.7% | 68.8%+29.0pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 19.54% | 23.59%-4.0pp | 122.11%-102.6pp | 318.63%-299.1pp |
| Employer contribution / active EE | $1,274 | $3,314-61.6% | $5,168-75.4% | $2,565-50.3% |
| Participant deferral / active EE | $3,902 | $3,424+14.0% | $5,569-29.9% | $3,952-1.3% |
| Admin fee / account holder | $900 | $7,215-87.5% | $16,245-94.5% | $6,261-85.6% |