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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 | $33,565 | $165,381-79.7% | $149,730-77.6% | $158,966-78.9% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 16.17% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,574 | $5,104-69.2% | $4,645-66.1% | $4,762-67.0% |
| Participant deferral / active EE | $5,836 | $7,182-18.7% | $6,843-14.7% | $5,983-2.5% |
| Admin fee / account holder | $6,215 | $10,809-42.5% | $9,310-33.2% | $11,250-44.8% |