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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 | $50,724 | $139,948-63.8% | $121,663-58.3% | $154,746-67.2% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.5%+21.2pp | 80.7%+15.0pp |
| Annual return | 10.63% | 230.52%-219.9pp | 147.54%-136.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,381 | $3,521-4.0% | $3,020+12.0% | $4,379-22.8% |
| Participant deferral / active EE | $3,425 | $5,629-39.2% | $4,887-29.9% | $6,730-49.1% |
| Admin fee / account holder | $7,429 | $17,321-57.1% | $14,289-48.0% | $14,365-48.3% |