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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 | $54,226 | $178,174-69.6% | $156,181-65.3% | $137,256-60.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 15.27% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,880 | $4,972-62.2% | $4,294-56.2% | $4,156-54.8% |
| Participant deferral / active EE | $5,604 | $6,888-18.6% | $6,132-8.6% | $6,407-12.5% |
| Admin fee / account holder | $1,617 | $17,404-90.7% | $14,586-88.9% | $12,270-86.8% |