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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 | $49,569 | $156,398-68.3% | $147,318-66.4% | $138,895-64.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 30.53% | 78.75%-48.2pp | 70.43%-39.9pp | 145.39%-114.9pp |
| Employer contribution / active EE | $1,891 | $4,853-61.0% | $4,593-58.8% | $4,194-54.9% |
| Participant deferral / active EE | $5,316 | $8,237-35.5% | $7,906-32.8% | $6,396-16.9% |
| Admin fee / account holder | $691 | $14,976-95.4% | $13,708-95.0% | $12,562-94.5% |