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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 | $174,379-66.4% | $152,093-61.5% | $138,895-57.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 19.94% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,480 | $4,652-46.7% | $4,175-40.6% | $4,194-40.9% |
| Participant deferral / active EE | $15,418 | $6,159+150.3% | $5,451+182.8% | $6,396+141.0% |
| Admin fee / account holder | $1,731 | $16,880-89.7% | $14,497-88.1% | $12,562-86.2% |