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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 | $49,485 | $107,368-53.9% | $92,915-46.7% | $152,909-67.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 18.58% | 145.64%-127.1pp | 109.45%-90.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,062 | $4,222-74.8% | $3,653-70.9% | $4,764-77.7% |
| Participant deferral / active EE | $2,240 | $4,848-53.8% | $4,238-47.1% | $5,851-61.7% |
| Admin fee / account holder | $2,146 | $7,082-69.7% | $5,796-63.0% | $11,601-81.5% |