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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 | $32,509 | $174,379-81.4% | $152,093-78.6% | $138,895-76.6% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 20.72% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,812 | $4,652-39.6% | $4,175-32.6% | $4,194-33.0% |
| Participant deferral / active EE | $5,123 | $6,159-16.8% | $5,451-6.0% | $6,396-19.9% |
| Admin fee / account holder | $615 | $16,880-96.4% | $14,497-95.8% | $12,562-95.1% |