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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 | $117,829-19.2% | $102,423-7.1% | $145,877-34.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.38% | 31.83%-22.5pp | 29.42%-20.0pp | 551.28%-541.9pp |
| Employer contribution / active EE | $6,378 | $3,615+76.4% | $3,023+111.0% | $4,663+36.8% |
| Participant deferral / active EE | $8,569 | $5,732+49.5% | $5,054+69.5% | $6,691+28.1% |
| Admin fee / account holder | $7,260 | $13,335-45.6% | $9,455-23.2% | $13,402-45.8% |