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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 | $68,067 | $165,361-58.8% | $149,715-54.5% | $158,950-57.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 16.25% | 348.24%-332.0pp | 276.66%-260.4pp | 302.91%-286.7pp |
| Employer contribution / active EE | $3,388 | $5,103-33.6% | $4,645-27.1% | $4,762-28.9% |
| Participant deferral / active EE | $6,316 | $7,182-12.1% | $6,842-7.7% | $5,983+5.6% |
| Admin fee / account holder | $700 | $10,808-93.5% | $9,310-92.5% | $11,248-93.8% |