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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 | $125,193-21.8% | $105,591-7.3% | $145,978-32.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.33% | 225.53%-214.2pp | 116.43%-105.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,553 | $3,718-31.3% | $3,166-19.4% | $4,662-45.2% |
| Participant deferral / active EE | $7,134 | $5,708+25.0% | $5,008+42.4% | $6,690+6.6% |
| Admin fee / account holder | $5,168 | $17,277-70.1% | $11,024-53.1% | $13,400-61.4% |