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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 | $102,965 | $217,432-52.6% | $185,849-44.6% | $167,536-38.5% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.01% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,269 | $5,875-44.4% | $5,169-36.8% | $4,839-32.5% |
| Participant deferral / active EE | $9,218 | $6,357+45.0% | $5,569+65.5% | $6,342+45.3% |
| Admin fee / account holder | $1,518 | $19,818-92.3% | $16,244-90.7% | $12,315-87.7% |