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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 | $114,739 | $129,737-11.6% | $119,126-3.7% | $154,746-25.9% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 15.80% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,087 | $4,375-29.4% | $4,034-23.5% | $4,379-29.5% |
| Participant deferral / active EE | $8,420 | $5,842+44.1% | $5,318+58.3% | $6,730+25.1% |
| Admin fee / account holder | $994 | $11,961-91.7% | $10,693-90.7% | $14,365-93.1% |