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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 | $79,242 | $174,379-54.6% | $152,093-47.9% | $138,895-42.9% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 18.73% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,005 | $4,652-56.9% | $4,175-52.0% | $4,194-52.2% |
| Participant deferral / active EE | $4,963 | $6,159-19.4% | $5,451-9.0% | $6,396-22.4% |
| Admin fee / account holder | $1,031 | $16,880-93.9% | $14,497-92.9% | $12,562-91.8% |