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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 | $100,704 | $129,737-22.4% | $119,126-15.5% | $154,746-34.9% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 13.57% | 379.08%-365.5pp | 282.11%-268.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,611 | $4,375-40.3% | $4,034-35.3% | $4,379-40.4% |
| Participant deferral / active EE | $1,850 | $5,842-68.3% | $5,318-65.2% | $6,730-72.5% |
| Admin fee / account holder | $947 | $11,961-92.1% | $10,693-91.1% | $14,365-93.4% |