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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 | $58,727 | $172,111-65.9% | $150,298-60.9% | $137,256-57.2% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 13.46% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,050 | $4,636-77.4% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $3,610 | $6,166-41.4% | $5,453-33.8% | $6,407-43.6% |
| Admin fee / account holder | $11,654 | $16,471-29.2% | $14,116-17.4% | $12,270-5.0% |