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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 | $185,312-63.8% | $161,489-58.4% | $154,746-56.6% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 15.88% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,313 | $4,769-72.5% | $4,268-69.2% | $4,379-70.0% |
| Participant deferral / active EE | $3,810 | $6,350-40.0% | $5,630-32.3% | $6,730-43.4% |
| Admin fee / account holder | $18,095 | $18,654-3.0% | $16,006+13.1% | $14,365+26.0% |