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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 | $61,262 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 22.17% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,944 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $9,414 | $8,216+14.6% | $7,897+19.2% | $6,407+46.9% |
| Admin fee / account holder | $2,916 | $14,344-79.7% | $13,129-77.8% | $12,270-76.2% |