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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 | $46,158 | $165,939-72.2% | $122,354-62.3% | $147,586-68.7% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 17.03% | 34.56%-17.5pp | 30.28%-13.2pp | 578.59%-561.6pp |
| Employer contribution / active EE | $599 | $5,754-89.6% | $4,051-85.2% | $4,876-87.7% |
| Participant deferral / active EE | $1,259 | $4,005-68.6% | $3,287-61.7% | $5,439-76.9% |
| Admin fee / account holder | $8,028 | $7,425+8.1% | $5,479+46.5% | $10,886-26.2% |