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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 | $67,236 | $202,440-66.8% | $169,390-60.3% | $139,466-51.8% |
| Participation rate | 94.1% | 81.1%+13.0pp | 77.2%+16.9pp | 80.3%+13.8pp |
| Annual return | 14.43% | 532.36%-517.9pp | 406.07%-391.6pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,074 | $4,693-77.1% | $4,013-73.2% | $4,754-77.4% |
| Participant deferral / active EE | $3,025 | $6,940-56.4% | $6,222-51.4% | $6,712-54.9% |
| Admin fee / account holder | $2,161 | $10,722-79.8% | $9,015-76.0% | $11,409-81.1% |