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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 | $30,191 | $165,361-81.7% | $149,715-79.8% | $158,950-81.0% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 8.52% | 348.24%-339.7pp | 276.66%-268.1pp | 302.91%-294.4pp |
| Employer contribution / active EE | $2,010 | $5,103-60.6% | $4,645-56.7% | $4,762-57.8% |
| Participant deferral / active EE | $3,096 | $7,182-56.9% | $6,842-54.8% | $5,983-48.3% |
| Admin fee / account holder | $347 | $10,808-96.8% | $9,310-96.3% | $11,248-96.9% |