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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 | $70,452 | $165,399-57.4% | $149,745-53.0% | $158,982-55.7% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 9.69% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $2,579 | $5,105-49.5% | $4,646-44.5% | $4,763-45.8% |
| Participant deferral / active EE | $2,845 | $7,183-60.4% | $6,843-58.4% | $5,983-52.5% |
| Admin fee / account holder | $34,432 | $10,811+218.5% | $9,312+269.8% | $11,252+206.0% |