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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 | $84,110 | $129,737-35.2% | $119,126-29.4% | $154,746-45.6% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 14.16% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,158 | $4,375-50.7% | $4,034-46.5% | $4,379-50.7% |
| Participant deferral / active EE | $2,580 | $5,842-55.8% | $5,318-51.5% | $6,730-61.7% |
| Admin fee / account holder | $685 | $11,961-94.3% | $10,693-93.6% | $14,365-95.2% |