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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 | $174,379-66.3% | $152,093-61.4% | $138,895-57.7% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 13.46% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,050 | $4,652-77.4% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $3,610 | $6,159-41.4% | $5,451-33.8% | $6,396-43.6% |
| Admin fee / account holder | $11,654 | $16,880-31.0% | $14,497-19.6% | $12,562-7.2% |