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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 | $97,553 | $132,099-26.2% | $115,599-15.6% | $138,895-29.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.3%+14.6pp | 79.9%+9.0pp |
| Annual return | 19.25% | 176.76%-157.5pp | 111.10%-91.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,201 | $3,416-6.3% | $2,955+8.3% | $4,194-23.7% |
| Participant deferral / active EE | $8,212 | $5,617+46.2% | $4,889+68.0% | $6,396+28.4% |
| Admin fee / account holder | $388 | $15,650-97.5% | $12,841-97.0% | $12,562-96.9% |