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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 | $75,315 | $165,361-54.5% | $149,715-49.7% | $158,950-52.6% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 13.95% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-289.0pp |
| Employer contribution / active EE | $992 | $5,103-80.6% | $4,645-78.6% | $4,762-79.2% |
| Participant deferral / active EE | $5,614 | $7,182-21.8% | $6,842-17.9% | $5,983-6.2% |
| Admin fee / account holder | $1,633 | $10,808-84.9% | $9,310-82.5% | $11,248-85.5% |