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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 | $172,111-54.7% | $150,298-48.1% | $137,256-43.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,390 | $4,636-70.0% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $4,163 | $6,166-32.5% | $5,453-23.7% | $6,407-35.0% |
| Admin fee / account holder | $2,520 | $16,471-84.7% | $14,116-82.1% | $12,270-79.5% |