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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 | $36,367 | $107,368-66.1% | $92,915-60.9% | $152,909-76.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 18.24% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,943 | $4,222-54.0% | $3,653-46.8% | $4,764-59.2% |
| Participant deferral / active EE | $1,589 | $4,848-67.2% | $4,238-62.5% | $5,851-72.8% |
| Admin fee / account holder | $504 | $7,082-92.9% | $5,796-91.3% | $11,601-95.7% |