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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 | $54,659 | $172,111-68.2% | $150,298-63.6% | $137,256-60.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 17.35% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,589 | $4,636+42.1% | $4,154+58.6% | $4,156+58.5% |
| Participant deferral / active EE | $9,541 | $6,166+54.7% | $5,453+75.0% | $6,407+48.9% |
| Admin fee / account holder | $21,004 | $16,471+27.5% | $14,116+48.8% | $12,270+71.2% |