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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 | $64,254 | $174,379-63.2% | $152,093-57.8% | $138,895-53.7% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 18.39% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,499 | $4,652-24.8% | $4,175-16.2% | $4,194-16.6% |
| Participant deferral / active EE | $4,302 | $6,159-30.1% | $5,451-21.1% | $6,396-32.7% |
| Admin fee / account holder | $371 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |