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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 | $79,106 | $165,399-52.2% | $149,745-47.2% | $158,982-50.2% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 15.03% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,272 | $5,105-75.1% | $4,646-72.6% | $4,763-73.3% |
| Participant deferral / active EE | $4,388 | $7,183-38.9% | $6,843-35.9% | $5,983-26.7% |
| Admin fee / account holder | $3,110 | $10,811-71.2% | $9,312-66.6% | $11,252-72.4% |