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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 | $109,285 | $168,635-35.2% | $147,617-26.0% | $125,389-12.8% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | 1.88% | 77.65%-75.8pp | 61.98%-60.1pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,438 | $6,252-77.0% | $5,564-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $5,215 | $5,507-5.3% | $4,895+6.5% | $5,352-2.6% |
| Admin fee / account holder | $579 | $13,580-95.7% | $11,612-95.0% | $9,541-93.9% |