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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 | $59,926 | $183,592-67.4% | $155,574-61.5% | $145,877-58.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.17% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,534 | $5,317-52.3% | $4,676-45.8% | $4,663-45.7% |
| Participant deferral / active EE | $3,604 | $6,466-44.3% | $5,629-36.0% | $6,691-46.1% |
| Admin fee / account holder | $747 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |