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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 | $102,351 | $129,737-21.1% | $119,126-14.1% | $154,746-33.9% |
| Participation rate | 88.2% | 78.9%+9.4pp | 75.8%+12.5pp | 80.7%+7.5pp |
| Annual return | 19.80% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,634 | $4,375-16.9% | $4,034-9.9% | $4,379-17.0% |
| Participant deferral / active EE | $7,267 | $5,842+24.4% | $5,318+36.6% | $6,730+8.0% |
| Admin fee / account holder | $4,090 | $11,961-65.8% | $10,693-61.8% | $14,365-71.5% |