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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 | $11,868 | $174,379-93.2% | $152,093-92.2% | $138,895-91.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 45.79% | 74.86%-29.1pp | 66.36%-20.6pp | 145.39%-99.6pp |
| Employer contribution / active EE | $1,231 | $4,652-73.5% | $4,175-70.5% | $4,194-70.7% |
| Participant deferral / active EE | $3,042 | $6,159-50.6% | $5,451-44.2% | $6,396-52.4% |
| Admin fee / account holder | $4,111 | $16,880-75.6% | $14,497-71.6% | $12,562-67.3% |