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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 | $171,492-38.4% | $150,734-29.9% | $198,609-46.8% |
| Participation rate | 88.2% | 81.4%+6.8pp | 78.4%+9.8pp | 82.4%+5.9pp |
| Annual return | 9.77% | 804.70%-794.9pp | 600.81%-591.0pp | 202.70%-192.9pp |
| Employer contribution / active EE | $2,304 | $5,470-57.9% | $4,918-53.2% | $5,055-54.4% |
| Participant deferral / active EE | $4,210 | $6,259-32.7% | $5,610-24.9% | $6,977-39.7% |
| Admin fee / account holder | $1,642 | $17,628-90.7% | $14,905-89.0% | $19,030-91.4% |