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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 | $50,686 | $165,399-69.4% | $149,745-66.2% | $158,982-68.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.22% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,636 | $5,105-68.0% | $4,646-64.8% | $4,763-65.7% |
| Participant deferral / active EE | $5,404 | $7,183-24.8% | $6,843-21.0% | $5,983-9.7% |
| Admin fee / account holder | $350 | $10,811-96.8% | $9,312-96.2% | $11,252-96.9% |