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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 | $61,158 | $172,111-64.5% | $150,298-59.3% | $137,256-55.4% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 15.20% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,403 | $4,636-69.7% | $4,154-66.2% | $4,156-66.2% |
| Participant deferral / active EE | $3,477 | $6,166-43.6% | $5,453-36.2% | $6,407-45.7% |
| Admin fee / account holder | $1,267 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |