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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 | $47,491 | $165,381-71.3% | $149,730-68.3% | $158,966-70.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 17.40% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $5,517 | $5,104+8.1% | $4,645+18.8% | $4,762+15.9% |
| Participant deferral / active EE | $3,355 | $7,182-53.3% | $6,843-51.0% | $5,983-43.9% |
| Admin fee / account holder | $525 | $10,809-95.1% | $9,310-94.4% | $11,250-95.3% |