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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 | $95,194 | $117,904-19.3% | $102,457-7.1% | $145,978-34.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.38% | 31.80%-22.4pp | 29.41%-20.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $6,378 | $3,613+76.5% | $3,022+111.0% | $4,662+36.8% |
| Participant deferral / active EE | $8,569 | $5,733+49.5% | $5,054+69.5% | $6,690+28.1% |
| Admin fee / account holder | $7,260 | $13,329-45.5% | $9,451-23.2% | $13,400-45.8% |