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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 | $102,063 | $165,939-38.5% | $122,354-16.6% | $147,586-30.8% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 14.47% | 34.56%-20.1pp | 30.28%-15.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,138 | $5,754-10.7% | $4,051+26.8% | $4,876+5.4% |
| Participant deferral / active EE | $4,842 | $4,005+20.9% | $3,287+47.3% | $5,439-11.0% |
| Admin fee / account holder | $3,080 | $7,425-58.5% | $5,479-43.8% | $10,886-71.7% |