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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 | $63,038 | $148,623-57.6% | $135,974-53.6% | $139,466-54.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.73% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,667 | $5,246-30.1% | $4,859-24.5% | $4,754-22.9% |
| Participant deferral / active EE | $4,967 | $8,103-38.7% | $7,760-36.0% | $6,712-26.0% |
| Admin fee / account holder | $693 | $12,406-94.4% | $10,767-93.6% | $11,409-93.9% |