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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 | $46,383 | $86,288-46.2% | $111,306-58.3% | $85,851-46.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 15.46% | 19.99%-4.5pp | 54.67%-39.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,490 | $2,044-27.1% | $2,732-45.5% | $2,565-41.9% |
| Participant deferral / active EE | $2,843 | $3,641-21.9% | $4,488-36.7% | $3,952-28.1% |
| Admin fee / account holder | $1,288 | $8,189-84.3% | $7,966-83.8% | $6,261-79.4% |