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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 | $40,450 | $174,379-76.8% | $152,093-73.4% | $138,895-70.9% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 15.40% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,115 | $4,652-54.5% | $4,175-49.3% | $4,194-49.6% |
| Participant deferral / active EE | $2,882 | $6,159-53.2% | $5,451-47.1% | $6,396-54.9% |
| Admin fee / account holder | $1,173 | $16,880-93.1% | $14,497-91.9% | $12,562-90.7% |