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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 | $99,993 | $124,314-19.6% | $109,163-8.4% | $167,518-40.3% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 16.20% | 26.04%-9.8pp | 25.75%-9.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $4,744 | $4,209+12.7% | $3,723+27.4% | $4,838-2.0% |
| Participant deferral / active EE | $11,477 | $5,256+118.3% | $4,654+146.6% | $6,342+81.0% |
| Admin fee / account holder | $7,875 | $7,973-1.2% | $6,754+16.6% | $12,312-36.0% |