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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 | $47,919 | $166,089-71.1% | $164,928-70.9% | $145,978-67.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 28.25% | 100.26%-72.0pp | 70.08%-41.8pp | 550.52%-522.3pp |
| Employer contribution / active EE | $2,308 | $5,276-56.3% | $4,343-46.9% | $4,662-50.5% |
| Participant deferral / active EE | $4,043 | $6,961-41.9% | $6,034-33.0% | $6,690-39.6% |
| Admin fee / account holder | $721 | $16,641-95.7% | $12,684-94.3% | $13,400-94.6% |