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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 | $134,817-19.4% | $123,973-12.3% | $155,188-30.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 13.28% | 515.49%-502.2pp | 388.13%-374.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,869 | $4,425-57.8% | $4,126-54.7% | $4,248-56.0% |
| Participant deferral / active EE | $5,014 | $5,706-12.1% | $5,247-4.4% | $6,531-23.2% |
| Admin fee / account holder | $609 | $13,245-95.4% | $11,799-94.8% | $14,480-95.8% |