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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 | $95,137 | $106,280-10.5% | $96,538-1.5% | $139,487-31.8% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 28.70% | 38.48%-9.8pp | 35.74%-7.0pp | 373.84%-345.1pp |
| Employer contribution / active EE | $5,250 | $4,107+27.8% | $3,740+40.4% | $4,755+10.4% |
| Participant deferral / active EE | $9,616 | $5,457+76.2% | $4,880+97.0% | $6,713+43.2% |
| Admin fee / account holder | $925 | $7,888-88.3% | $6,737-86.3% | $11,407-91.9% |