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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 | $60,756 | $172,111-64.7% | $150,298-59.6% | $137,256-55.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,234 | $4,636-51.8% | $4,154-46.2% | $4,156-46.2% |
| Participant deferral / active EE | $3,040 | $6,166-50.7% | $5,453-44.2% | $6,407-52.6% |
| Admin fee / account holder | $622 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |