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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 | $58,008 | $98,760-41.3% | $149,715-61.3% | $79,858-27.4% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.1pp |
| Annual return | 16.29% | 27.43%-11.1pp | 276.66%-260.4pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,931 | $3,217-40.0% | $4,645-58.4% | $2,471-21.8% |
| Participant deferral / active EE | $3,866 | $5,681-32.0% | $6,842-43.5% | $3,740+3.4% |
| Admin fee / account holder | $965 | $6,053-84.1% | $9,310-89.6% | $5,306-81.8% |