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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 | $109,988 | $185,312-40.6% | $161,489-31.9% | $154,746-28.9% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 11.71% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,914 | $4,769-38.9% | $4,268-31.7% | $4,379-33.5% |
| Participant deferral / active EE | $3,839 | $6,350-39.5% | $5,630-31.8% | $6,730-43.0% |
| Admin fee / account holder | $10,003 | $18,654-46.4% | $16,006-37.5% | $14,365-30.4% |