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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 | $60,139 | $178,174-66.2% | $156,181-61.5% | $137,256-56.2% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.8%+2.4pp | 80.0%+1.3pp |
| Annual return | 16.33% | 84.19%-67.9pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,475 | $4,972-70.3% | $4,294-65.7% | $4,156-64.5% |
| Participant deferral / active EE | $3,646 | $6,888-47.1% | $6,132-40.5% | $6,407-43.1% |
| Admin fee / account holder | $3,654 | $17,404-79.0% | $14,586-75.0% | $12,270-70.2% |