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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 | $95,389 | $125,193-23.8% | $105,591-9.7% | $145,978-34.7% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 11.46% | 225.53%-214.1pp | 116.43%-105.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,771 | $3,718+1.4% | $3,166+19.1% | $4,662-19.1% |
| Participant deferral / active EE | $7,900 | $5,708+38.4% | $5,008+57.7% | $6,690+18.1% |
| Admin fee / account holder | $9,934 | $17,277-42.5% | $11,024-9.9% | $13,400-25.9% |