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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 | $47,655 | $103,392-53.9% | $87,104-45.3% | $152,897-68.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 17.98% | 28.10%-10.1pp | 28.19%-10.2pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,806 | $3,221-43.9% | $2,521-28.4% | $4,764-62.1% |
| Participant deferral / active EE | $2,886 | $4,778-39.6% | $4,048-28.7% | $5,851-50.7% |
| Admin fee / account holder | $812 | $12,194-93.3% | $7,491-89.2% | $11,599-93.0% |