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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 | $48,044 | $210,698-77.2% | $178,014-73.0% | $145,959-67.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.69% | 386.27%-373.6pp | 294.80%-282.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,494 | $4,567-67.3% | $3,950-62.2% | $4,661-67.9% |
| Participant deferral / active EE | $3,247 | $6,958-53.3% | $6,276-48.3% | $6,689-51.4% |
| Admin fee / account holder | $5,782 | $12,016-51.9% | $10,362-44.2% | $13,398-56.8% |