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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 | $62,385 | $183,592-66.0% | $155,574-59.9% | $145,877-57.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.07% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,997 | $5,317-62.4% | $4,676-57.3% | $4,663-57.2% |
| Participant deferral / active EE | $2,502 | $6,466-61.3% | $5,629-55.6% | $6,691-62.6% |
| Admin fee / account holder | $1,504 | $19,316-92.2% | $15,914-90.5% | $13,402-88.8% |