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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 | $99,986 | $115,814-13.7% | $101,275-1.3% | $158,982-37.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 16.55% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $4,041 | $4,176-3.2% | $3,660+10.4% | $4,763-15.1% |
| Participant deferral / active EE | $11,489 | $4,958+131.7% | $4,371+162.9% | $5,983+92.0% |
| Admin fee / account holder | $311 | $7,249-95.7% | $5,948-94.8% | $11,252-97.2% |