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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 | $41,614 | $165,399-74.8% | $149,745-72.2% | $158,982-73.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 11.14% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,564 | $5,105-49.8% | $4,646-44.8% | $4,763-46.2% |
| Participant deferral / active EE | $4,925 | $7,183-31.4% | $6,843-28.0% | $5,983-17.7% |
| Admin fee / account holder | $3,690 | $10,811-65.9% | $9,312-60.4% | $11,252-67.2% |