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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 | $62,921 | $172,111-63.4% | $150,298-58.1% | $137,256-54.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.42% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,034 | $4,636-56.1% | $4,154-51.0% | $4,156-51.1% |
| Participant deferral / active EE | $4,761 | $6,166-22.8% | $5,453-12.7% | $6,407-25.7% |
| Admin fee / account holder | $478 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |