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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 | $211,239-77.3% | $178,528-73.1% | $145,877-67.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.69% | 30.22%-17.5pp | 27.11%-14.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,494 | $4,570-67.3% | $3,950-62.2% | $4,663-68.0% |
| Participant deferral / active EE | $3,247 | $6,963-53.4% | $6,278-48.3% | $6,691-51.5% |
| Admin fee / account holder | $5,782 | $12,095-52.2% | $10,419-44.5% | $13,402-56.9% |