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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 | $103,416 | $172,111-39.9% | $150,298-31.2% | $137,256-24.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,515 | $4,636-67.3% | $4,154-63.5% | $4,156-63.5% |
| Participant deferral / active EE | $4,272 | $6,166-30.7% | $5,453-21.7% | $6,407-33.3% |
| Admin fee / account holder | $564 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |