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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 | $88,100 | $158,393-44.4% | $143,412-38.6% | $155,188-43.2% |
| Participation rate | 93.8% | 79.7%+14.0pp | 78.5%+15.3pp | 80.8%+12.9pp |
| Annual return | 11.20% | 324.22%-313.0pp | 256.99%-245.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $11,144 | $3,911+184.9% | $3,748+197.3% | $4,248+162.3% |
| Participant deferral / active EE | $5,572 | $7,193-22.5% | $6,816-18.2% | $6,531-14.7% |
| Admin fee / account holder | $3,826 | $12,964-70.5% | $11,396-66.4% | $14,480-73.6% |