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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 | $41,516 | $165,381-74.9% | $149,730-72.3% | $158,966-73.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 10.13% | 348.29%-338.2pp | 276.70%-266.6pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,615 | $5,104-68.4% | $4,645-65.2% | $4,762-66.1% |
| Participant deferral / active EE | $4,298 | $7,182-40.2% | $6,843-37.2% | $5,983-28.2% |
| Admin fee / account holder | $6,862 | $10,809-36.5% | $9,310-26.3% | $11,250-39.0% |