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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 | $16,771 | $182,442-90.8% | $163,379-89.7% | $138,895-87.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.8%+13.2pp | 79.9%+10.1pp |
| Annual return | 15.58% | 72.74%-57.2pp | 63.41%-47.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,116 | $4,159-49.1% | $3,752-43.6% | $4,194-49.6% |
| Participant deferral / active EE | $4,614 | $6,817-32.3% | $6,282-26.5% | $6,396-27.9% |
| Admin fee / account holder | $534 | $10,396-94.9% | $9,818-94.6% | $12,562-95.8% |