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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 | $43,777 | $148,623-70.5% | $135,974-67.8% | $139,466-68.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.35% | 79.30%-59.9pp | 68.30%-49.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,612 | $5,246-31.2% | $4,859-25.7% | $4,754-24.0% |
| Participant deferral / active EE | $4,872 | $8,103-39.9% | $7,760-37.2% | $6,712-27.4% |
| Admin fee / account holder | $1,966 | $12,406-84.2% | $10,767-81.7% | $11,409-82.8% |