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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 | $49,384 | $103,392-52.2% | $87,104-43.3% | $152,897-67.7% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.9%+12.6pp | 82.5%+7.0pp |
| Annual return | 20.01% | 28.10%-8.1pp | 28.19%-8.2pp | 345.43%-325.4pp |
| Employer contribution / active EE | $950 | $3,221-70.5% | $2,521-62.3% | $4,764-80.1% |
| Participant deferral / active EE | $3,363 | $4,778-29.6% | $4,048-16.9% | $5,851-42.5% |
| Admin fee / account holder | $2,437 | $12,194-80.0% | $7,491-67.5% | $11,599-79.0% |