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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 | $68,130 | $106,247-35.9% | $96,515-29.4% | $139,466-51.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 20.26% | 38.47%-18.2pp | 35.73%-15.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $4,247 | $4,106+3.4% | $3,740+13.6% | $4,754-10.7% |
| Participant deferral / active EE | $7,349 | $5,456+34.7% | $4,880+50.6% | $6,712+9.5% |
| Admin fee / account holder | $517 | $7,885-93.4% | $6,735-92.3% | $11,409-95.5% |