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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 | $182,442-75.6% | $163,379-72.8% | $138,895-68.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 14.71% | 72.74%-58.0pp | 63.41%-48.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,413 | $4,159-66.0% | $3,752-62.4% | $4,194-66.3% |
| Participant deferral / active EE | $3,349 | $6,817-50.9% | $6,282-46.7% | $6,396-47.6% |
| Admin fee / account holder | $658 | $10,396-93.7% | $9,818-93.3% | $12,562-94.8% |