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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 | $181,062-66.2% | $158,223-61.3% | $155,188-60.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 15.20% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,403 | $4,565-69.3% | $4,109-65.9% | $4,248-67.0% |
| Participant deferral / active EE | $3,477 | $6,134-43.3% | $5,467-36.4% | $6,531-46.8% |
| Admin fee / account holder | $1,267 | $18,825-93.3% | $16,047-92.1% | $14,480-91.3% |