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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 | $47,946 | $174,379-72.5% | $152,093-68.5% | $138,895-65.5% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 20.13% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,929 | $4,652-58.5% | $4,175-53.8% | $4,194-54.0% |
| Participant deferral / active EE | $4,783 | $6,159-22.3% | $5,451-12.3% | $6,396-25.2% |
| Admin fee / account holder | $7,131 | $16,880-57.8% | $14,497-50.8% | $12,562-43.2% |