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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 | $82,660 | $180,749-54.3% | $160,784-48.6% | $137,256-39.8% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 14.92% | 2234.46%-2219.5pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,512 | $4,155-63.6% | $3,733-59.5% | $4,156-63.6% |
| Participant deferral / active EE | $3,197 | $6,844-53.3% | $6,293-49.2% | $6,407-50.1% |
| Admin fee / account holder | $435 | $10,397-95.8% | $9,717-95.5% | $12,270-96.5% |