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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 | $209,336-67.3% | $197,124-65.2% | $137,256-50.1% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 15.48% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,658 | $6,591-59.7% | $6,227-57.3% | $4,156-36.0% |
| Participant deferral / active EE | $5,130 | $9,614-46.6% | $9,135-43.8% | $6,407-19.9% |
| Admin fee / account holder | $858 | $17,308-95.0% | $16,298-94.7% | $12,270-93.0% |