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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 | $97,896 | $125,184-21.8% | $105,607-7.3% | $145,884-32.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.33% | 225.00%-213.7pp | 116.11%-104.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,553 | $3,720-31.4% | $3,167-19.4% | $4,662-45.2% |
| Participant deferral / active EE | $7,134 | $5,714+24.8% | $5,011+42.4% | $6,690+6.6% |
| Admin fee / account holder | $5,168 | $17,133-69.8% | $10,958-52.8% | $13,392-61.4% |