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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 | $85,709 | $142,354-39.8% | $125,529-31.7% | $155,188-44.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.7%+20.3pp | 80.8%+14.2pp |
| Annual return | 6.30% | 306.06%-299.8pp | 202.56%-196.3pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,175 | $3,501-66.4% | $3,058-61.6% | $4,248-72.3% |
| Participant deferral / active EE | $1,903 | $5,491-65.3% | $4,813-60.5% | $6,531-70.9% |
| Admin fee / account holder | $22,268 | $19,392+14.8% | $16,298+36.6% | $14,480+53.8% |