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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 | $43,386 | $165,381-73.8% | $149,730-71.0% | $158,966-72.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 27.75% | 348.29%-320.5pp | 276.70%-248.9pp | 302.95%-275.2pp |
| Employer contribution / active EE | $3,181 | $5,104-37.7% | $4,645-31.5% | $4,762-33.2% |
| Participant deferral / active EE | $10,318 | $7,182+43.7% | $6,843+50.8% | $5,983+72.5% |
| Admin fee / account holder | $8,603 | $10,809-20.4% | $9,310-7.6% | $11,250-23.5% |