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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 | $77,940 | $185,312-57.9% | $161,489-51.7% | $154,746-49.6% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 16.40% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,390 | $4,769-70.8% | $4,268-67.4% | $4,379-68.3% |
| Participant deferral / active EE | $4,163 | $6,350-34.4% | $5,630-26.1% | $6,730-38.1% |
| Admin fee / account holder | $2,520 | $18,654-86.5% | $16,006-84.3% | $14,365-82.5% |