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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 | $181,062-68.5% | $158,223-64.0% | $155,188-63.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 14.41% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,061 | $4,565-32.9% | $4,109-25.5% | $4,248-27.9% |
| Participant deferral / active EE | $6,306 | $6,134+2.8% | $5,467+15.3% | $6,531-3.4% |
| Admin fee / account holder | $441 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |