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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 | $61,447 | $210,698-70.8% | $178,014-65.5% | $145,959-57.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.61% | 386.27%-373.7pp | 294.80%-282.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,962 | $4,567-57.0% | $3,950-50.3% | $4,661-57.9% |
| Participant deferral / active EE | $4,204 | $6,958-39.6% | $6,276-33.0% | $6,689-37.1% |
| Admin fee / account holder | $666 | $12,016-94.5% | $10,362-93.6% | $13,398-95.0% |