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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 | $45,641 | $174,379-73.8% | $152,093-70.0% | $138,895-67.1% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 21.51% | 74.86%-53.3pp | 66.36%-44.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,575 | $4,652-66.1% | $4,175-62.3% | $4,194-62.4% |
| Participant deferral / active EE | $14,231 | $6,159+131.1% | $5,451+161.1% | $6,396+122.5% |
| Admin fee / account holder | $18,580 | $16,880+10.1% | $14,497+28.2% | $12,562+47.9% |