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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 | $50,701 | $156,398-67.6% | $147,318-65.6% | $138,895-63.5% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 16.62% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $3,133 | $4,853-35.4% | $4,593-31.8% | $4,194-25.3% |
| Participant deferral / active EE | $4,245 | $8,237-48.5% | $7,906-46.3% | $6,396-33.6% |
| Admin fee / account holder | $2,194 | $14,976-85.4% | $13,708-84.0% | $12,562-82.5% |