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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 | $58,601 | $172,111-66.0% | $150,298-61.0% | $137,256-57.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.94% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,480 | $4,636-46.5% | $4,154-40.3% | $4,156-40.3% |
| Participant deferral / active EE | $15,418 | $6,166+150.1% | $5,453+182.8% | $6,407+140.6% |
| Admin fee / account holder | $1,731 | $16,471-89.5% | $14,116-87.7% | $12,270-85.9% |