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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 | $165,399-58.8% | $149,745-54.5% | $158,982-57.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 16.25% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,388 | $5,105-33.6% | $4,646-27.1% | $4,763-28.9% |
| Participant deferral / active EE | $6,316 | $7,183-12.1% | $6,843-7.7% | $5,983+5.6% |
| Admin fee / account holder | $700 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |