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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 | $29,318 | $174,379-83.2% | $152,093-80.7% | $138,895-78.9% |
| Participation rate | 86.4% | 81.6%+4.7pp | 77.8%+8.6pp | 79.9%+6.4pp |
| Annual return | 64.24% | 74.86%-10.6pp | 66.36%-2.1pp | 145.39%-81.2pp |
| Employer contribution / active EE | $1,487 | $4,652-68.0% | $4,175-64.4% | $4,194-64.6% |
| Participant deferral / active EE | $4,352 | $6,159-29.3% | $5,451-20.2% | $6,396-32.0% |
| Admin fee / account holder | $358 | $16,880-97.9% | $14,497-97.5% | $12,562-97.2% |