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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 | $47,204 | $165,399-71.5% | $149,745-68.5% | $158,982-70.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 20.20% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,227 | $5,105-56.4% | $4,646-52.1% | $4,763-53.2% |
| Participant deferral / active EE | $8,406 | $7,183+17.0% | $6,843+22.8% | $5,983+40.5% |
| Admin fee / account holder | $1,108 | $10,811-89.8% | $9,312-88.1% | $11,252-90.2% |