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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 | $105,099 | $111,535-5.8% | $105,223-0.1% | $137,256-23.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 15.00% | 237.85%-222.9pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $8,407 | $3,939+113.4% | $3,689+127.9% | $4,156+102.3% |
| Participant deferral / active EE | $3,225 | $5,500-41.4% | $5,072-36.4% | $6,407-49.7% |
| Admin fee / account holder | $3,543 | $9,721-63.6% | $8,859-60.0% | $12,270-71.1% |