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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 | $57,034 | $174,379-67.3% | $152,093-62.5% | $138,895-58.9% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 14.41% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,061 | $4,652-34.2% | $4,175-26.7% | $4,194-27.0% |
| Participant deferral / active EE | $6,306 | $6,159+2.4% | $5,451+15.7% | $6,396-1.4% |
| Admin fee / account holder | $441 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |