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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 | $46,285 | $202,460-77.1% | $169,385-72.7% | $139,456-66.8% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.2%+4.1pp | 80.3%+0.9pp |
| Annual return | 16.22% | 532.07%-515.8pp | 405.82%-389.6pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,471 | $4,691-68.6% | $4,012-63.3% | $4,753-69.0% |
| Participant deferral / active EE | $4,372 | $6,938-37.0% | $6,221-29.7% | $6,711-34.9% |
| Admin fee / account holder | $639 | $10,719-94.0% | $9,011-92.9% | $11,407-94.4% |