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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 | $58,901 | $181,062-67.5% | $158,223-62.8% | $155,188-62.0% |
| Participation rate | 89.5% | 82.7%+6.8pp | 79.2%+10.3pp | 80.8%+8.7pp |
| Annual return | 16.25% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,744 | $4,565-18.0% | $4,109-8.9% | $4,248-11.9% |
| Participant deferral / active EE | $2,676 | $6,134-56.4% | $5,467-51.0% | $6,531-59.0% |
| Admin fee / account holder | $591 | $18,825-96.9% | $16,047-96.3% | $14,480-95.9% |