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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 | $41,004 | $165,399-75.2% | $149,745-72.6% | $158,982-74.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.66% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $6,588 | $5,105+29.1% | $4,646+41.8% | $4,763+38.3% |
| Participant deferral / active EE | $4,783 | $7,183-33.4% | $6,843-30.1% | $5,983-20.1% |
| Admin fee / account holder | $1,063 | $10,811-90.2% | $9,312-88.6% | $11,252-90.6% |