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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 | $58,527 | $165,351-64.6% | $149,710-60.9% | $158,931-63.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.22% | 348.19%-331.0pp | 276.63%-259.4pp | 302.86%-285.6pp |
| Employer contribution / active EE | $2,658 | $5,103-47.9% | $4,645-42.8% | $4,761-44.2% |
| Participant deferral / active EE | $5,872 | $7,181-18.2% | $6,842-14.2% | $5,982-1.9% |
| Admin fee / account holder | $1,207 | $10,807-88.8% | $9,309-87.0% | $11,247-89.3% |