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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 | $67,869 | $178,174-61.9% | $156,181-56.5% | $137,256-50.6% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 16.50% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,221 | $4,972-55.3% | $4,294-48.3% | $4,156-46.6% |
| Participant deferral / active EE | $5,196 | $6,888-24.6% | $6,132-15.3% | $6,407-18.9% |
| Admin fee / account holder | $858 | $17,404-95.1% | $14,586-94.1% | $12,270-93.0% |