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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 | $60,840 | $171,492-64.5% | $150,734-59.6% | $198,609-69.4% |
| Participation rate | 87.0% | 81.4%+5.5pp | 78.4%+8.5pp | 82.4%+4.6pp |
| Annual return | 11.24% | 804.70%-793.5pp | 600.81%-589.6pp | 202.70%-191.5pp |
| Employer contribution / active EE | $2,749 | $5,470-49.7% | $4,918-44.1% | $5,055-45.6% |
| Participant deferral / active EE | $6,265 | $6,259+0.1% | $5,610+11.7% | $6,977-10.2% |
| Admin fee / account holder | $1,149 | $17,628-93.5% | $14,905-92.3% | $19,030-94.0% |