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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 | $46,558 | $157,304-70.4% | $141,197-67.0% | $152,909-69.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 34.46% | 64.34%-29.9pp | 71.41%-36.9pp | 345.46%-311.0pp |
| Employer contribution / active EE | $1,901 | $5,263-63.9% | $4,736-59.9% | $4,764-60.1% |
| Participant deferral / active EE | $5,356 | $7,111-24.7% | $6,710-20.2% | $5,851-8.5% |
| Admin fee / account holder | $471 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |