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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 | $44,891 | $174,379-74.3% | $152,093-70.5% | $138,895-67.7% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 15.83% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,765 | $4,652-62.1% | $4,175-57.7% | $4,194-57.9% |
| Participant deferral / active EE | $2,675 | $6,159-56.6% | $5,451-50.9% | $6,396-58.2% |
| Admin fee / account holder | $3,054 | $16,880-81.9% | $14,497-78.9% | $12,562-75.7% |