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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 | $30,814 | $142,426-78.4% | $115,167-73.2% | $152,909-79.8% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.5%+7.0pp |
| Annual return | 18.26% | 41.48%-23.2pp | 35.60%-17.3pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,006 | $4,011-50.0% | $3,179-36.9% | $4,764-57.9% |
| Participant deferral / active EE | $4,077 | $5,165-21.1% | $4,169-2.2% | $5,851-30.3% |
| Admin fee / account holder | $1,164 | $8,464-86.3% | $7,089-83.6% | $11,601-90.0% |