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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 | $74,685 | $172,111-56.6% | $150,298-50.3% | $137,256-45.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.51% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $926 | $4,636-80.0% | $4,154-77.7% | $4,156-77.7% |
| Participant deferral / active EE | $2,598 | $6,166-57.9% | $5,453-52.4% | $6,407-59.5% |
| Admin fee / account holder | $4,857 | $16,471-70.5% | $14,116-65.6% | $12,270-60.4% |