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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 | $74,080 | $181,062-59.1% | $158,223-53.2% | $155,188-52.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 16.18% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,514 | $4,565-66.8% | $4,109-63.2% | $4,248-64.4% |
| Participant deferral / active EE | $4,415 | $6,134-28.0% | $5,467-19.2% | $6,531-32.4% |
| Admin fee / account holder | $1,083 | $18,825-94.2% | $16,047-93.3% | $14,480-92.5% |