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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 | $28,842 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 12.54% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,046 | $4,636-34.3% | $4,154-26.7% | $4,156-26.7% |
| Participant deferral / active EE | $4,248 | $6,166-31.1% | $5,453-22.1% | $6,407-33.7% |
| Admin fee / account holder | $2,920 | $16,471-82.3% | $14,116-79.3% | $12,270-76.2% |