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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 | $33,667 | $165,399-79.6% | $149,745-77.5% | $158,982-78.8% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 14.60% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $5,466 | $5,105+7.1% | $4,646+17.7% | $4,763+14.8% |
| Participant deferral / active EE | $2,403 | $7,183-66.6% | $6,843-64.9% | $5,983-59.8% |
| Admin fee / account holder | $5,082 | $10,811-53.0% | $9,312-45.4% | $11,252-54.8% |