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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 | $105,594 | $129,737-18.6% | $119,126-11.4% | $154,746-31.8% |
| Participation rate | 88.2% | 78.9%+9.4pp | 75.8%+12.5pp | 80.7%+7.5pp |
| Annual return | 9.77% | 379.08%-369.3pp | 282.11%-272.3pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,304 | $4,375-47.3% | $4,034-42.9% | $4,379-47.4% |
| Participant deferral / active EE | $4,210 | $5,842-27.9% | $5,318-20.8% | $6,730-37.4% |
| Admin fee / account holder | $1,642 | $11,961-86.3% | $10,693-84.6% | $14,365-88.6% |