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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 | $63,046 | $165,361-61.9% | $149,715-57.9% | $158,950-60.3% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.30% | 348.24%-333.9pp | 276.66%-262.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $3,329 | $5,103-34.8% | $4,645-28.3% | $4,762-30.1% |
| Participant deferral / active EE | $6,837 | $7,182-4.8% | $6,842-0.1% | $5,983+14.3% |
| Admin fee / account holder | $7,860 | $10,808-27.3% | $9,310-15.6% | $11,248-30.1% |