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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 | $88,208 | $174,379-49.4% | $152,093-42.0% | $138,895-36.5% |
| Participation rate | 78.6% | 81.6%-3.1pp | 77.8%+0.8pp | 79.9%-1.3pp |
| Annual return | 11.27% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,047 | $4,652-77.5% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $2,134 | $6,159-65.3% | $5,451-60.9% | $6,396-66.6% |
| Admin fee / account holder | $509 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |