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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 | $35,579 | $172,111-79.3% | $150,298-76.3% | $137,256-74.1% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 20.67% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,332 | $4,636-49.7% | $4,154-43.9% | $4,156-43.9% |
| Participant deferral / active EE | $5,124 | $6,166-16.9% | $5,453-6.0% | $6,407-20.0% |
| Admin fee / account holder | $1,320 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |