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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 | $99,337 | $129,737-23.4% | $119,126-16.6% | $154,746-35.8% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 13.95% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,020 | $4,375-31.0% | $4,034-25.1% | $4,379-31.0% |
| Participant deferral / active EE | $7,111 | $5,842+21.7% | $5,318+33.7% | $6,730+5.7% |
| Admin fee / account holder | $1,109 | $11,961-90.7% | $10,693-89.6% | $14,365-92.3% |