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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 | $105,017 | $166,020-36.7% | $164,866-36.3% | $145,959-28.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.60% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,509 | $5,275-52.4% | $4,343-42.2% | $4,661-46.2% |
| Participant deferral / active EE | $2,180 | $6,961-68.7% | $6,033-63.9% | $6,689-67.4% |
| Admin fee / account holder | $504 | $16,644-97.0% | $12,689-96.0% | $13,398-96.2% |