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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 | $36,676 | $211,105-82.6% | $178,449-79.4% | $145,978-74.9% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 15.97% | 30.19%-14.2pp | 27.09%-11.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $3,148 | $4,569-31.1% | $3,951-20.3% | $4,662-32.5% |
| Participant deferral / active EE | $5,735 | $6,959-17.6% | $6,277-8.6% | $6,690-14.3% |
| Admin fee / account holder | $897 | $12,017-92.5% | $10,362-91.3% | $13,400-93.3% |