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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 | $55,647 | $165,399-66.4% | $149,745-62.8% | $158,982-65.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.65% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,440 | $5,105-52.2% | $4,646-47.5% | $4,763-48.8% |
| Participant deferral / active EE | $6,335 | $7,183-11.8% | $6,843-7.4% | $5,983+5.9% |
| Admin fee / account holder | $667 | $10,811-93.8% | $9,312-92.8% | $11,252-94.1% |