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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 | $79,391 | $165,399-52.0% | $149,745-47.0% | $158,982-50.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.69% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,086 | $5,105-78.7% | $4,646-76.6% | $4,763-77.2% |
| Participant deferral / active EE | $4,178 | $7,183-41.8% | $6,843-38.9% | $5,983-30.2% |
| Admin fee / account holder | $1,670 | $10,811-84.6% | $9,312-82.1% | $11,252-85.2% |