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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 | $93,573 | $129,737-27.9% | $119,126-21.5% | $154,746-39.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 16.14% | 379.08%-362.9pp | 282.11%-266.0pp | 172.34%-156.2pp |
| Employer contribution / active EE | $11,072 | $4,375+153.1% | $4,034+174.5% | $4,379+152.8% |
| Participant deferral / active EE | $8,820 | $5,842+51.0% | $5,318+65.8% | $6,730+31.0% |
| Admin fee / account holder | $1,473 | $11,961-87.7% | $10,693-86.2% | $14,365-89.7% |