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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 | $49,227 | $211,224-76.7% | $178,505-72.4% | $145,897-66.3% |
| Participation rate | 93.8% | 80.8%+12.9pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 13.62% | 30.28%-16.7pp | 27.16%-13.5pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,067 | $4,577-54.8% | $3,955-47.7% | $4,663-55.7% |
| Participant deferral / active EE | $7,014 | $6,966+0.7% | $6,280+11.7% | $6,689+4.9% |
| Admin fee / account holder | $2,910 | $12,109-76.0% | $10,428-72.1% | $13,390-78.3% |