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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 | $108,693 | $129,737-16.2% | $119,126-8.8% | $154,746-29.8% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 13.28% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,869 | $4,375-57.3% | $4,034-53.7% | $4,379-57.3% |
| Participant deferral / active EE | $5,014 | $5,842-14.2% | $5,318-5.7% | $6,730-25.5% |
| Admin fee / account holder | $609 | $11,961-94.9% | $10,693-94.3% | $14,365-95.8% |