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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 | $68,739 | $185,312-62.9% | $161,489-57.4% | $154,746-55.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 14.55% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,077 | $4,769-77.4% | $4,268-74.8% | $4,379-75.4% |
| Participant deferral / active EE | $3,715 | $6,350-41.5% | $5,630-34.0% | $6,730-44.8% |
| Admin fee / account holder | $2,133 | $18,654-88.6% | $16,006-86.7% | $14,365-85.1% |