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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 | $95,685 | $171,492-44.2% | $150,734-36.5% | $198,609-51.8% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 11.74% | 804.70%-793.0pp | 600.81%-589.1pp | 202.70%-191.0pp |
| Employer contribution / active EE | $2,938 | $5,470-46.3% | $4,918-40.3% | $5,055-41.9% |
| Participant deferral / active EE | $12,247 | $6,259+95.7% | $5,610+118.3% | $6,977+75.5% |
| Admin fee / account holder | $2,346 | $17,628-86.7% | $14,905-84.3% | $19,030-87.7% |