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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 | $37,680 | $165,399-77.2% | $149,745-74.8% | $158,982-76.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 26.09% | 348.34%-322.2pp | 276.72%-250.6pp | 302.99%-276.9pp |
| Employer contribution / active EE | $2,170 | $5,105-57.5% | $4,646-53.3% | $4,763-54.4% |
| Participant deferral / active EE | $4,316 | $7,183-39.9% | $6,843-36.9% | $5,983-27.9% |
| Admin fee / account holder | $724 | $10,811-93.3% | $9,312-92.2% | $11,252-93.6% |