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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 | $46,021 | $111,814-58.8% | $103,374-55.5% | $145,959-68.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.16% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,005 | $4,214-52.4% | $3,869-48.2% | $4,661-57.0% |
| Participant deferral / active EE | $4,654 | $5,618-17.2% | $5,058-8.0% | $6,689-30.4% |
| Admin fee / account holder | $346 | $9,754-96.5% | $8,394-95.9% | $13,398-97.4% |