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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 | $68,935 | $174,379-60.5% | $152,093-54.7% | $138,895-50.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 19.34% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,003 | $4,652-35.4% | $4,175-28.1% | $4,194-28.4% |
| Participant deferral / active EE | $15,015 | $6,159+143.8% | $5,451+175.4% | $6,396+134.8% |
| Admin fee / account holder | $2,213 | $16,880-86.9% | $14,497-84.7% | $12,562-82.4% |