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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 | $43,952 | $210,698-79.1% | $178,014-75.3% | $145,959-69.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.38% | 386.27%-377.9pp | 294.80%-286.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,086 | $4,567-32.4% | $3,950-21.9% | $4,661-33.8% |
| Participant deferral / active EE | $6,738 | $6,958-3.2% | $6,276+7.3% | $6,689+0.7% |
| Admin fee / account holder | $54,045 | $12,016+349.8% | $10,362+421.6% | $13,398+303.4% |