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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 | $46,764 | $113,338-58.7% | $94,993-50.8% | $147,586-68.3% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 20.67% | 20.80%-0.1pp | 27.14%-6.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $7,629 | $3,160+141.4% | $2,603+193.0% | $4,876+56.4% |
| Participant deferral / active EE | $3,348 | $3,777-11.4% | $3,317+0.9% | $5,439-38.4% |
| Admin fee / account holder | $947 | $6,063-84.4% | $4,960-80.9% | $10,886-91.3% |