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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 | $46,647 | $113,338-58.8% | $94,993-50.9% | $147,585-68.4% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 10.16% | 20.80%-10.6pp | 27.14%-17.0pp | 578.58%-568.4pp |
| Employer contribution / active EE | $3,013 | $3,160-4.7% | $2,603+15.7% | $4,876-38.2% |
| Participant deferral / active EE | $4,176 | $3,777+10.6% | $3,317+25.9% | $5,439-23.2% |
| Admin fee / account holder | $755 | $6,063-87.6% | $4,960-84.8% | $10,886-93.1% |