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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 | $40,162 | $165,361-75.7% | $149,715-73.2% | $158,950-74.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.52% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,374 | $5,103-53.5% | $4,645-48.9% | $4,762-50.2% |
| Participant deferral / active EE | $4,066 | $7,182-43.4% | $6,842-40.6% | $5,983-32.0% |
| Admin fee / account holder | $305 | $10,808-97.2% | $9,310-96.7% | $11,248-97.3% |