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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 | $60,464 | $162,136-62.7% | $152,301-60.3% | $154,746-60.9% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 20.15% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $4,072 | $4,890-16.7% | $4,624-12.0% | $4,379-7.0% |
| Participant deferral / active EE | $6,708 | $8,341-19.6% | $8,004-16.2% | $6,730-0.3% |
| Admin fee / account holder | $3,182 | $15,759-79.8% | $14,398-77.9% | $14,365-77.9% |