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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 | $44,490 | $225,673-80.3% | $203,872-78.2% | $155,188-71.3% |
| Participation rate | 88.9% | 80.3%+8.6pp | 77.8%+11.1pp | 80.8%+8.1pp |
| Annual return | 14.71% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,413 | $4,099-65.5% | $3,757-62.4% | $4,248-66.7% |
| Participant deferral / active EE | $3,349 | $6,893-51.4% | $6,388-47.6% | $6,531-48.7% |
| Admin fee / account holder | $658 | $12,327-94.7% | $11,730-94.4% | $14,480-95.5% |