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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 | $46,147 | $114,119-59.6% | $107,187-56.9% | $138,895-66.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 12.14% | 273.21%-261.1pp | 204.55%-192.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,173 | $4,059-46.5% | $3,782-42.5% | $4,194-48.2% |
| Participant deferral / active EE | $2,686 | $5,538-51.5% | $5,096-47.3% | $6,396-58.0% |
| Admin fee / account holder | $4,287 | $10,024-57.2% | $9,162-53.2% | $12,562-65.9% |