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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 | $73,188 | $165,399-55.8% | $149,745-51.1% | $158,982-54.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.38% | 348.34%-334.0pp | 276.72%-262.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,489 | $5,105-51.2% | $4,646-46.4% | $4,763-47.7% |
| Participant deferral / active EE | $4,447 | $7,183-38.1% | $6,843-35.0% | $5,983-25.7% |
| Admin fee / account holder | $5,004 | $10,811-53.7% | $9,312-46.3% | $11,252-55.5% |