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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 | $47,113 | $106,280-55.7% | $96,538-51.2% | $139,487-66.2% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 22.76% | 38.48%-15.7pp | 35.74%-13.0pp | 373.84%-351.1pp |
| Employer contribution / active EE | $2,315 | $4,107-43.6% | $3,740-38.1% | $4,755-51.3% |
| Participant deferral / active EE | $4,681 | $5,457-14.2% | $4,880-4.1% | $6,713-30.3% |
| Admin fee / account holder | $429 | $7,888-94.6% | $6,737-93.6% | $11,407-96.2% |