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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 | $48,907 | $165,381-70.4% | $149,730-67.3% | $158,966-69.2% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 23.31% | 348.29%-325.0pp | 276.70%-253.4pp | 302.95%-279.6pp |
| Employer contribution / active EE | $2,283 | $5,104-55.3% | $4,645-50.8% | $4,762-52.1% |
| Participant deferral / active EE | $4,752 | $7,182-33.8% | $6,843-30.5% | $5,983-20.6% |
| Admin fee / account holder | $355 | $10,809-96.7% | $9,310-96.2% | $11,250-96.8% |