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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 | $181,062-74.8% | $158,223-71.2% | $155,188-70.6% |
| Participation rate | 94.7% | 82.7%+12.1pp | 79.2%+15.5pp | 80.8%+13.9pp |
| Annual return | 21.51% | 57.39%-35.9pp | 52.09%-30.6pp | 148.84%-127.3pp |
| Employer contribution / active EE | $1,575 | $4,565-65.5% | $4,109-61.7% | $4,248-62.9% |
| Participant deferral / active EE | $14,231 | $6,134+132.0% | $5,467+160.3% | $6,531+117.9% |
| Admin fee / account holder | $18,580 | $18,825-1.3% | $16,047+15.8% | $14,480+28.3% |