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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 | $181,062-61.9% | $158,223-56.4% | $155,188-55.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 19.34% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $3,003 | $4,565-34.2% | $4,109-26.9% | $4,248-29.3% |
| Participant deferral / active EE | $15,015 | $6,134+144.8% | $5,467+174.7% | $6,531+129.9% |
| Admin fee / account holder | $2,213 | $18,825-88.2% | $16,047-86.2% | $14,480-84.7% |