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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 | $64,520 | $139,948-53.9% | $121,663-47.0% | $154,746-58.3% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.5%+19.6pp | 80.7%+13.4pp |
| Annual return | 9.94% | 230.52%-220.6pp | 147.54%-137.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,787 | $3,521-49.3% | $3,020-40.8% | $4,379-59.2% |
| Participant deferral / active EE | $2,568 | $5,629-54.4% | $4,887-47.5% | $6,730-61.8% |
| Admin fee / account holder | $574 | $17,321-96.7% | $14,289-96.0% | $14,365-96.0% |