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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 | $42,889 | $165,399-74.1% | $149,745-71.4% | $158,982-73.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.57% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $4,082 | $5,105-20.0% | $4,646-12.1% | $4,763-14.3% |
| Participant deferral / active EE | $5,485 | $7,183-23.6% | $6,843-19.8% | $5,983-8.3% |
| Admin fee / account holder | $14,093 | $10,811+30.4% | $9,312+51.3% | $11,252+25.3% |