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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 | $43,332 | $155,555-72.1% | $146,866-70.5% | $155,188-72.1% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 11.53% | 115.41%-103.9pp | 102.85%-91.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,452 | $4,647-68.8% | $4,425-67.2% | $4,248-65.8% |
| Participant deferral / active EE | $4,719 | $8,044-41.3% | $7,759-39.2% | $6,531-27.7% |
| Admin fee / account holder | $12,810 | $14,755-13.2% | $13,620-5.9% | $14,480-11.5% |