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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 | $46,841 | $106,280-55.9% | $96,538-51.5% | $139,487-66.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 14.92% | 38.48%-23.6pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $6,723 | $4,107+63.7% | $3,740+79.8% | $4,755+41.4% |
| Participant deferral / active EE | $4,761 | $5,457-12.7% | $4,880-2.4% | $6,713-29.1% |
| Admin fee / account holder | $4,599 | $7,888-41.7% | $6,737-31.7% | $11,407-59.7% |