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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 | $73,367 | $181,062-59.5% | $158,223-53.6% | $155,188-52.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 79.2%+7.5pp | 80.8%+5.9pp |
| Annual return | 17.37% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,922 | $4,565-14.1% | $4,109-4.5% | $4,248-7.7% |
| Participant deferral / active EE | $3,962 | $6,134-35.4% | $5,467-27.5% | $6,531-39.3% |
| Admin fee / account holder | $774 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |