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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 | $111,535-24.6% | $105,223-20.1% | $137,256-38.7% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 14.16% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,158 | $3,939-45.2% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $2,580 | $5,500-53.1% | $5,072-49.1% | $6,407-59.7% |
| Admin fee / account holder | $685 | $9,721-93.0% | $8,859-92.3% | $12,270-94.4% |