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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 | $58,856 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,558 | $4,804-25.9% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $5,324 | $8,216-35.2% | $7,897-32.6% | $6,407-16.9% |
| Admin fee / account holder | $4,103 | $14,344-71.4% | $13,129-68.7% | $12,270-66.6% |