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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 | $154,228-57.5% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.27% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,171 | $4,804-54.8% | $4,554-52.3% | $4,156-47.8% |
| Participant deferral / active EE | $4,451 | $8,216-45.8% | $7,897-43.6% | $6,407-30.5% |
| Admin fee / account holder | $3,328 | $14,344-76.8% | $13,129-74.7% | $12,270-72.9% |