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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 | $71,816 | $165,399-56.6% | $149,745-52.0% | $158,982-54.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 18.87% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,243 | $5,105-56.1% | $4,646-51.7% | $4,763-52.9% |
| Participant deferral / active EE | $3,759 | $7,183-47.7% | $6,843-45.1% | $5,983-37.2% |
| Admin fee / account holder | $1,886 | $10,811-82.6% | $9,312-79.7% | $11,252-83.2% |