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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 | $59,615 | $174,379-65.8% | $152,093-60.8% | $138,895-57.1% |
| Participation rate | 85.0% | 81.6%+3.4pp | 77.8%+7.2pp | 79.9%+5.1pp |
| Annual return | 14.36% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,818 | $4,652-39.4% | $4,175-32.5% | $4,194-32.8% |
| Participant deferral / active EE | $4,150 | $6,159-32.6% | $5,451-23.9% | $6,396-35.1% |
| Admin fee / account holder | $2,045 | $16,880-87.9% | $14,497-85.9% | $12,562-83.7% |