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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 | $55,800 | $165,399-66.3% | $149,745-62.7% | $158,982-64.9% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 18.65% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,261 | $5,105-36.1% | $4,646-29.8% | $4,763-31.5% |
| Participant deferral / active EE | $5,206 | $7,183-27.5% | $6,843-23.9% | $5,983-13.0% |
| Admin fee / account holder | $506 | $10,811-95.3% | $9,312-94.6% | $11,252-95.5% |