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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 | $47,636 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 16.36% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,473 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $3,736 | $6,166-39.4% | $5,453-31.5% | $6,407-41.7% |
| Admin fee / account holder | $328 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |