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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 | $28,268 | $165,399-82.9% | $149,745-81.1% | $158,982-82.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.44% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,846 | $5,105-63.8% | $4,646-60.3% | $4,763-61.2% |
| Participant deferral / active EE | $3,705 | $7,183-48.4% | $6,843-45.9% | $5,983-38.1% |
| Admin fee / account holder | $1,366 | $10,811-87.4% | $9,312-85.3% | $11,252-87.9% |