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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 | $62,531 | $139,948-55.3% | $121,663-48.6% | $154,746-59.6% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.5%+19.3pp | 80.7%+13.0pp |
| Annual return | 11.33% | 230.52%-219.2pp | 147.54%-136.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,086 | $3,521-40.8% | $3,020-30.9% | $4,379-52.4% |
| Participant deferral / active EE | $3,796 | $5,629-32.6% | $4,887-22.3% | $6,730-43.6% |
| Admin fee / account holder | $315 | $17,321-98.2% | $14,289-97.8% | $14,365-97.8% |