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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 | $66,623 | $185,312-64.0% | $161,489-58.7% | $154,746-56.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 16.20% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,869 | $4,769-60.8% | $4,268-56.2% | $4,379-57.3% |
| Participant deferral / active EE | $4,128 | $6,350-35.0% | $5,630-26.7% | $6,730-38.7% |
| Admin fee / account holder | $761 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |