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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 | $36,247 | $174,379-79.2% | $152,093-76.2% | $138,895-73.9% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 15.80% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,800 | $4,652-61.3% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $4,744 | $6,159-23.0% | $5,451-13.0% | $6,396-25.8% |
| Admin fee / account holder | $5,045 | $16,880-70.1% | $14,497-65.2% | $12,562-59.8% |