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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 | $34,811 | $165,584-79.0% | $142,942-75.6% | $137,256-74.6% |
| Participation rate | 87.5% | 80.1%+7.4pp | 76.8%+10.7pp | 80.0%+7.5pp |
| Annual return | 17.69% | 164.22%-146.5pp | 113.70%-96.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,463 | $4,725-69.0% | $4,139-64.7% | $4,156-64.8% |
| Participant deferral / active EE | $6,041 | $8,194-26.3% | $7,128-15.3% | $6,407-5.7% |
| Admin fee / account holder | $461 | $16,167-97.1% | $12,475-96.3% | $12,270-96.2% |