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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 | $50,325 | $165,361-69.6% | $149,715-66.4% | $158,950-68.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 9.46% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.4pp |
| Employer contribution / active EE | $2,424 | $5,103-52.5% | $4,645-47.8% | $4,762-49.1% |
| Participant deferral / active EE | $3,390 | $7,182-52.8% | $6,842-50.5% | $5,983-43.3% |
| Admin fee / account holder | $16,292 | $10,808+50.7% | $9,310+75.0% | $11,248+44.8% |