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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 | $73,751 | $172,111-57.1% | $150,298-50.9% | $137,256-46.3% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,582 | $4,636-44.3% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $5,824 | $6,166-5.5% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $780 | $16,471-95.3% | $14,116-94.5% | $12,270-93.6% |