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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 | $71,826 | $174,379-58.8% | $152,093-52.8% | $138,895-48.3% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 19.12% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $10,257 | $4,652+120.5% | $4,175+145.7% | $4,194+144.5% |
| Participant deferral / active EE | $4,273 | $6,159-30.6% | $5,451-21.6% | $6,396-33.2% |
| Admin fee / account holder | $2,232 | $16,880-86.8% | $14,497-84.6% | $12,562-82.2% |