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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 | $63,430 | $172,111-63.1% | $150,298-57.8% | $137,256-53.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.34% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,964 | $4,636-36.1% | $4,154-28.7% | $4,156-28.7% |
| Participant deferral / active EE | $6,666 | $6,166+8.1% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $324 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |