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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 | $23,766 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 34.08% | 348.29%-314.2pp | 276.70%-242.6pp | 302.95%-268.9pp |
| Employer contribution / active EE | $1,966 | $5,104-61.5% | $4,645-57.7% | $4,762-58.7% |
| Participant deferral / active EE | $6,336 | $7,182-11.8% | $6,843-7.4% | $5,983+5.9% |
| Admin fee / account holder | $3,903 | $10,809-63.9% | $9,310-58.1% | $11,250-65.3% |