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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 | $46,100 | $157,296-70.7% | $141,191-67.3% | $152,897-69.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 25.51% | 64.34%-38.8pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,186 | $5,262-58.5% | $4,736-53.8% | $4,764-54.1% |
| Participant deferral / active EE | $4,206 | $7,111-40.9% | $6,710-37.3% | $5,851-28.1% |
| Admin fee / account holder | $311 | $12,125-97.4% | $10,264-97.0% | $11,599-97.3% |