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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 | $31,170 | $182,442-82.9% | $163,379-80.9% | $138,895-77.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 26.36% | 72.74%-46.4pp | 63.41%-37.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $2,050 | $4,159-50.7% | $3,752-45.4% | $4,194-51.1% |
| Participant deferral / active EE | $4,606 | $6,817-32.4% | $6,282-26.7% | $6,396-28.0% |
| Admin fee / account holder | $2,176 | $10,396-79.1% | $9,818-77.8% | $12,562-82.7% |