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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 | $129,737-19.0% | $119,126-11.8% | $154,746-32.1% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 15.00% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $8,407 | $4,375+92.2% | $4,034+108.4% | $4,379+92.0% |
| Participant deferral / active EE | $3,225 | $5,842-44.8% | $5,318-39.4% | $6,730-52.1% |
| Admin fee / account holder | $3,543 | $11,961-70.4% | $10,693-66.9% | $14,365-75.3% |