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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 | $60,131 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,734 | $4,636-62.6% | $4,154-58.3% | $4,156-58.3% |
| Participant deferral / active EE | $4,377 | $6,166-29.0% | $5,453-19.7% | $6,407-31.7% |
| Admin fee / account holder | $2,272 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |