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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 | $45,512 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,595 | $4,804-46.0% | $4,554-43.0% | $4,156-37.6% |
| Participant deferral / active EE | $3,270 | $8,216-60.2% | $7,897-58.6% | $6,407-49.0% |
| Admin fee / account holder | $622 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |