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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 | $50,638 | $165,381-69.4% | $149,730-66.2% | $158,966-68.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 17.34% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,839 | $5,104-44.4% | $4,645-38.9% | $4,762-40.4% |
| Participant deferral / active EE | $6,503 | $7,182-9.5% | $6,843-5.0% | $5,983+8.7% |
| Admin fee / account holder | $3,928 | $10,809-63.7% | $9,310-57.8% | $11,250-65.1% |