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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 | $107,269 | $209,428-48.8% | $178,498-39.9% | $158,950-32.5% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 12.09% | 188.78%-176.7pp | 151.09%-139.0pp | 302.91%-290.8pp |
| Employer contribution / active EE | $5,088 | $5,707-10.9% | $5,011+1.5% | $4,762+6.8% |
| Participant deferral / active EE | $6,553 | $5,955+10.0% | $5,202+26.0% | $5,983+9.5% |
| Admin fee / account holder | $1,621 | $17,077-90.5% | $13,985-88.4% | $11,248-85.6% |