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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 | $90,886 | $129,737-29.9% | $119,126-23.7% | $154,746-41.3% |
| Participation rate | 90.5% | 78.9%+11.6pp | 75.8%+14.7pp | 80.7%+9.8pp |
| Annual return | 13.04% | 379.08%-366.0pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $5,207 | $4,375+19.0% | $4,034+29.1% | $4,379+18.9% |
| Participant deferral / active EE | $4,181 | $5,842-28.4% | $5,318-21.4% | $6,730-37.9% |
| Admin fee / account holder | $1,889 | $11,961-84.2% | $10,693-82.3% | $14,365-86.9% |