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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 | $42,930 | $106,280-59.6% | $96,538-55.5% | $139,487-69.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 11.86% | 38.48%-26.6pp | 35.74%-23.9pp | 373.84%-362.0pp |
| Employer contribution / active EE | $9,576 | $4,107+133.2% | $3,740+156.0% | $4,755+101.4% |
| Participant deferral / active EE | $1,909 | $5,457-65.0% | $4,880-60.9% | $6,713-71.6% |
| Admin fee / account holder | $1,622 | $7,888-79.4% | $6,737-75.9% | $11,407-85.8% |