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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 | $109,199 | $180,749-39.6% | $160,784-32.1% | $137,256-20.4% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 12.29% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,929 | $4,155-29.5% | $3,733-21.5% | $4,156-29.5% |
| Participant deferral / active EE | $6,741 | $6,844-1.5% | $6,293+7.1% | $6,407+5.2% |
| Admin fee / account holder | $7,462 | $10,397-28.2% | $9,717-23.2% | $12,270-39.2% |