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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 | $46,941 | $114,119-58.9% | $107,187-56.2% | $138,895-66.2% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.4pp | 79.9%-9.3pp |
| Annual return | 23.27% | 273.21%-249.9pp | 204.55%-181.3pp | 145.39%-122.1pp |
| Employer contribution / active EE | $3,682 | $4,059-9.3% | $3,782-2.7% | $4,194-12.2% |
| Participant deferral / active EE | $8,783 | $5,538+58.6% | $5,096+72.4% | $6,396+37.3% |
| Admin fee / account holder | $943 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |