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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 | $91,490 | $165,399-44.7% | $149,745-38.9% | $158,982-42.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.70% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,424 | $5,105-52.5% | $4,646-47.8% | $4,763-49.1% |
| Participant deferral / active EE | $4,938 | $7,183-31.3% | $6,843-27.8% | $5,983-17.5% |
| Admin fee / account holder | $2,901 | $10,811-73.2% | $9,312-68.8% | $11,252-74.2% |