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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 | $31,796 | $165,399-80.8% | $149,745-78.8% | $158,982-80.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.12% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,894 | $5,105-43.3% | $4,646-37.7% | $4,763-39.2% |
| Participant deferral / active EE | $5,284 | $7,183-26.4% | $6,843-22.8% | $5,983-11.7% |
| Admin fee / account holder | $1,517 | $10,811-86.0% | $9,312-83.7% | $11,252-86.5% |