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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 | $65,619 | $162,136-59.5% | $152,301-56.9% | $154,746-57.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 16.27% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,171 | $4,890-55.6% | $4,624-53.0% | $4,379-50.4% |
| Participant deferral / active EE | $4,451 | $8,341-46.6% | $8,004-44.4% | $6,730-33.9% |
| Admin fee / account holder | $3,328 | $15,759-78.9% | $14,398-76.9% | $14,365-76.8% |