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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 | $57,401 | $165,351-65.3% | $149,710-61.7% | $158,931-63.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.29% | 348.19%-336.9pp | 276.63%-265.3pp | 302.86%-291.6pp |
| Employer contribution / active EE | $3,030 | $5,103-40.6% | $4,645-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $9,606 | $7,181+33.8% | $6,842+40.4% | $5,982+60.6% |
| Admin fee / account holder | $12,328 | $10,807+14.1% | $9,309+32.4% | $11,247+9.6% |