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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 | $56,678 | $154,228-63.3% | $145,433-61.0% | $137,256-58.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.95% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,361 | $4,804-71.7% | $4,554-70.1% | $4,156-67.2% |
| Participant deferral / active EE | $2,879 | $8,216-65.0% | $7,897-63.5% | $6,407-55.1% |
| Admin fee / account holder | $822 | $14,344-94.3% | $13,129-93.7% | $12,270-93.3% |