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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 | $39,516 | $174,379-77.3% | $152,093-74.0% | $138,895-71.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 12.89% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,220 | $4,652-52.3% | $4,175-46.8% | $4,194-47.1% |
| Participant deferral / active EE | $2,311 | $6,159-62.5% | $5,451-57.6% | $6,396-63.9% |
| Admin fee / account holder | $608 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |