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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 | $55,539 | $174,379-68.2% | $152,093-63.5% | $138,895-60.0% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 16.33% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $5,170 | $4,652+11.1% | $4,175+23.8% | $4,194+23.3% |
| Participant deferral / active EE | $1,894 | $6,159-69.3% | $5,451-65.3% | $6,396-70.4% |
| Admin fee / account holder | $2,289 | $16,880-86.4% | $14,497-84.2% | $12,562-81.8% |