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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 | $61,057 | $208,088-70.7% | $186,193-67.2% | $154,746-60.5% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.1%+15.7pp | 80.7%+12.2pp |
| Annual return | 12.08% | 89.97%-77.9pp | 78.03%-65.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,407 | $4,340-44.5% | $3,918-38.6% | $4,379-45.0% |
| Participant deferral / active EE | $6,257 | $7,078-11.6% | $6,513-3.9% | $6,730-7.0% |
| Admin fee / account holder | $1,329 | $11,698-88.6% | $11,058-88.0% | $14,365-90.8% |