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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 | $95,797 | $129,737-26.2% | $119,126-19.6% | $154,746-38.1% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 13.95% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,604 | $4,375-40.5% | $4,034-35.4% | $4,379-40.5% |
| Participant deferral / active EE | $3,007 | $5,842-48.5% | $5,318-43.4% | $6,730-55.3% |
| Admin fee / account holder | $2,727 | $11,961-77.2% | $10,693-74.5% | $14,365-81.0% |