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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 | $134,817-21.7% | $123,973-14.8% | $155,188-32.0% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.7%+11.6pp | 80.8%+7.4pp |
| Annual return | 9.77% | 515.49%-505.7pp | 388.13%-378.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,304 | $4,425-47.9% | $4,126-44.2% | $4,248-45.8% |
| Participant deferral / active EE | $4,210 | $5,706-26.2% | $5,247-19.8% | $6,531-35.5% |
| Admin fee / account holder | $1,642 | $13,245-87.6% | $11,799-86.1% | $14,480-88.7% |