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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 | $71,228 | $174,379-59.2% | $152,093-53.2% | $138,895-48.7% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 16.80% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,412 | $4,652-48.2% | $4,175-42.2% | $4,194-42.5% |
| Participant deferral / active EE | $8,335 | $6,159+35.3% | $5,451+52.9% | $6,396+30.3% |
| Admin fee / account holder | $1,311 | $16,880-92.2% | $14,497-91.0% | $12,562-89.6% |