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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 | $61,552 | $162,136-62.0% | $152,301-59.6% | $154,746-60.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 13.82% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,770 | $4,890-63.8% | $4,624-61.7% | $4,379-59.6% |
| Participant deferral / active EE | $5,202 | $8,341-37.6% | $8,004-35.0% | $6,730-22.7% |
| Admin fee / account holder | $777 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |