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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 | $69,495 | $156,398-55.6% | $147,318-52.8% | $138,895-50.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 21.10% | 78.75%-57.7pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,189 | $4,853-54.9% | $4,593-52.3% | $4,194-47.8% |
| Participant deferral / active EE | $4,408 | $8,237-46.5% | $7,906-44.2% | $6,396-31.1% |
| Admin fee / account holder | $5,722 | $14,976-61.8% | $13,708-58.3% | $12,562-54.4% |