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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 | $107,795 | $102,595+5.1% | $94,057+14.6% | $154,746-30.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 12.09% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,685 | $3,147-14.7% | $2,933-8.5% | $4,379-38.7% |
| Participant deferral / active EE | $6,188 | $5,118+20.9% | $4,709+31.4% | $6,730-8.1% |
| Admin fee / account holder | $907 | $7,736-88.3% | $7,244-87.5% | $14,365-93.7% |