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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 | $68,514 | $223,823-69.4% | $211,142-67.6% | $154,746-55.7% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.3%+6.0pp | 80.7%+12.6pp |
| Annual return | 15.48% | 50.39%-34.9pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,658 | $6,787-60.8% | $6,442-58.7% | $4,379-39.3% |
| Participant deferral / active EE | $5,130 | $9,750-47.4% | $9,284-44.7% | $6,730-23.8% |
| Admin fee / account holder | $858 | $19,707-95.6% | $19,076-95.5% | $14,365-94.0% |