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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 | $86,360 | $172,111-49.8% | $150,298-42.5% | $137,256-37.1% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 16.27% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,847 | $4,636-60.2% | $4,154-55.5% | $4,156-55.6% |
| Participant deferral / active EE | $5,347 | $6,166-13.3% | $5,453-1.9% | $6,407-16.5% |
| Admin fee / account holder | $2,983 | $16,471-81.9% | $14,116-78.9% | $12,270-75.7% |