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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 | $66,950 | $165,399-59.5% | $149,745-55.3% | $158,982-57.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 24.11% | 348.34%-324.2pp | 276.72%-252.6pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,499 | $5,105-70.6% | $4,646-67.7% | $4,763-68.5% |
| Participant deferral / active EE | $4,657 | $7,183-35.2% | $6,843-31.9% | $5,983-22.2% |
| Admin fee / account holder | $6,345 | $10,811-41.3% | $9,312-31.9% | $11,252-43.6% |