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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 | $57,350 | $154,228-62.8% | $145,433-60.6% | $137,256-58.2% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,053 | $4,804-57.3% | $4,554-54.9% | $4,156-50.6% |
| Participant deferral / active EE | $10,677 | $8,216+29.9% | $7,897+35.2% | $6,407+66.6% |
| Admin fee / account holder | $1,617 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |