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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 | $97,223 | $174,379-44.2% | $152,093-36.1% | $138,895-30.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.64% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,026 | $4,652-77.9% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $5,130 | $6,159-16.7% | $5,451-5.9% | $6,396-19.8% |
| Admin fee / account holder | $1,513 | $16,880-91.0% | $14,497-89.6% | $12,562-88.0% |