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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 | $45,731 | $196,972-76.8% | $182,262-74.9% | $198,609-77.0% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 20.13% | 158.27%-138.1pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,096 | $5,364-42.3% | $5,046-38.6% | $5,055-38.8% |
| Participant deferral / active EE | $4,673 | $8,643-45.9% | $8,276-43.5% | $6,977-33.0% |
| Admin fee / account holder | $522 | $18,429-97.2% | $16,712-96.9% | $19,030-97.3% |