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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 | $97,597 | $210,698-53.7% | $178,014-45.2% | $145,959-33.1% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.07% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,810 | $4,567+27.2% | $3,950+47.1% | $4,661+24.7% |
| Participant deferral / active EE | $4,898 | $6,958-29.6% | $6,276-22.0% | $6,689-26.8% |
| Admin fee / account holder | $3,353 | $12,016-72.1% | $10,362-67.6% | $13,398-75.0% |