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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 | $14,619 | $174,379-91.6% | $152,093-90.4% | $138,895-89.5% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 17.71% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,828 | $4,652-60.7% | $4,175-56.2% | $4,194-56.4% |
| Participant deferral / active EE | $4,561 | $6,159-26.0% | $5,451-16.3% | $6,396-28.7% |
| Admin fee / account holder | $6,725 | $16,880-60.2% | $14,497-53.6% | $12,562-46.5% |