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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 | $60,163 | $156,398-61.5% | $147,318-59.2% | $138,895-56.7% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 18.17% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,460 | $4,853-49.3% | $4,593-46.4% | $4,194-41.4% |
| Participant deferral / active EE | $6,564 | $8,237-20.3% | $7,906-17.0% | $6,396+2.6% |
| Admin fee / account holder | $1,288 | $14,976-91.4% | $13,708-90.6% | $12,562-89.7% |