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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 | $65,899 | $183,516-64.1% | $155,534-57.6% | $145,884-54.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 9.21% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,945 | $5,315-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $3,174 | $6,467-50.9% | $5,630-43.6% | $6,690-52.6% |
| Admin fee / account holder | $2,145 | $19,293-88.9% | $15,900-86.5% | $13,392-84.0% |