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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 | $58,349 | $165,361-64.7% | $149,715-61.0% | $158,950-63.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 15.42% | 348.24%-332.8pp | 276.66%-261.2pp | 302.91%-287.5pp |
| Employer contribution / active EE | $3,136 | $5,103-38.5% | $4,645-32.5% | $4,762-34.1% |
| Participant deferral / active EE | $6,209 | $7,182-13.5% | $6,842-9.3% | $5,983+3.8% |
| Admin fee / account holder | $5,562 | $10,808-48.5% | $9,310-40.3% | $11,248-50.6% |