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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 | $62,073 | $211,288-70.6% | $178,540-65.2% | $145,884-57.5% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 14.55% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,096 | $4,574-54.2% | $3,953-47.0% | $4,662-55.0% |
| Participant deferral / active EE | $8,683 | $6,967+24.6% | $6,281+38.3% | $6,690+29.8% |
| Admin fee / account holder | $383 | $12,105-96.8% | $10,424-96.3% | $13,392-97.1% |