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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 | $53,018 | $165,399-67.9% | $149,745-64.6% | $158,982-66.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 8.49% | 348.34%-339.8pp | 276.72%-268.2pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,896 | $5,105-62.9% | $4,646-59.2% | $4,763-60.2% |
| Participant deferral / active EE | $2,838 | $7,183-60.5% | $6,843-58.5% | $5,983-52.6% |
| Admin fee / account holder | $2,668 | $10,811-75.3% | $9,312-71.3% | $11,252-76.3% |