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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 | $49,557 | $172,111-71.2% | $150,298-67.0% | $137,256-63.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 21.62% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,011 | $4,636-35.1% | $4,154-27.5% | $4,156-27.5% |
| Participant deferral / active EE | $4,194 | $6,166-32.0% | $5,453-23.1% | $6,407-34.5% |
| Admin fee / account holder | $729 | $16,471-95.6% | $14,116-94.8% | $12,270-94.1% |