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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 | $97,432 | $165,381-41.1% | $149,730-34.9% | $158,966-38.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 10.47% | 348.29%-337.8pp | 276.70%-266.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $2,674 | $5,104-47.6% | $4,645-42.4% | $4,762-43.9% |
| Participant deferral / active EE | $8,302 | $7,182+15.6% | $6,843+21.3% | $5,983+38.8% |
| Admin fee / account holder | $24,770 | $10,809+129.1% | $9,310+166.0% | $11,250+120.2% |