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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 | $81,648 | $211,105-61.3% | $178,449-54.2% | $145,978-44.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 9.84% | 30.19%-20.4pp | 27.09%-17.2pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,474 | $4,569-67.7% | $3,951-62.7% | $4,662-68.4% |
| Participant deferral / active EE | $3,378 | $6,959-51.5% | $6,277-46.2% | $6,690-49.5% |
| Admin fee / account holder | $587 | $12,017-95.1% | $10,362-94.3% | $13,400-95.6% |