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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 | $62,822 | $185,141-66.1% | $153,416-59.1% | $155,188-59.5% |
| Participation rate | 91.7% | 79.9%+11.7pp | 74.3%+17.3pp | 80.8%+10.9pp |
| Annual return | 13.84% | 18.72%-4.9pp | 17.84%-4.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $13,694 | $4,489+205.0% | $3,764+263.8% | $4,248+222.4% |
| Participant deferral / active EE | $6,544 | $5,477+19.5% | $4,723+38.5% | $6,531+0.2% |
| Admin fee / account holder | $2,081 | $16,005-87.0% | $13,095-84.1% | $14,480-85.6% |