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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 | $55,399 | $165,399-66.5% | $149,745-63.0% | $158,982-65.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 19.38% | 348.34%-329.0pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $3,099 | $5,105-39.3% | $4,646-33.3% | $4,763-34.9% |
| Participant deferral / active EE | $10,115 | $7,183+40.8% | $6,843+47.8% | $5,983+69.0% |
| Admin fee / account holder | $700 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |