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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 | $84,583 | $185,312-54.4% | $161,489-47.6% | $154,746-45.3% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.7%+8.3pp | 80.7%+6.3pp |
| Annual return | 17.58% | 103.84%-86.3pp | 89.72%-72.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,609 | $4,769-24.3% | $4,268-15.4% | $4,379-17.6% |
| Participant deferral / active EE | $2,784 | $6,350-56.2% | $5,630-50.6% | $6,730-58.6% |
| Admin fee / account holder | $603 | $18,654-96.8% | $16,006-96.2% | $14,365-95.8% |