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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 | $102,247 | $107,368-4.8% | $92,915+10.0% | $152,909-33.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 18.61% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,441 | $4,222-65.9% | $3,653-60.5% | $4,764-69.7% |
| Participant deferral / active EE | $2,073 | $4,848-57.2% | $4,238-51.1% | $5,851-64.6% |
| Admin fee / account holder | $2,128 | $7,082-70.0% | $5,796-63.3% | $11,601-81.7% |