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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 | $59,137 | $174,379-66.1% | $152,093-61.1% | $138,895-57.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 20.59% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $7,733 | $4,652+66.2% | $4,175+85.2% | $4,194+84.4% |
| Participant deferral / active EE | $5,445 | $6,159-11.6% | $5,451-0.1% | $6,396-14.9% |
| Admin fee / account holder | $2,329 | $16,880-86.2% | $14,497-83.9% | $12,562-81.5% |