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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 | $45,884 | $154,228-70.2% | $145,433-68.4% | $137,256-66.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,265 | $4,804-52.9% | $4,554-50.3% | $4,156-45.5% |
| Participant deferral / active EE | $4,926 | $8,216-40.0% | $7,897-37.6% | $6,407-23.1% |
| Admin fee / account holder | $603 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |