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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 | $67,155 | $172,111-61.0% | $150,298-55.3% | $137,256-51.1% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 15.88% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,313 | $4,636-71.7% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $3,810 | $6,166-38.2% | $5,453-30.1% | $6,407-40.5% |
| Admin fee / account holder | $18,095 | $16,471+9.9% | $14,116+28.2% | $12,270+47.5% |