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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 | $113,083 | $211,239-46.5% | $178,528-36.7% | $145,877-22.5% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.94% | 30.22%-15.3pp | 27.11%-12.2pp | 551.28%-536.3pp |
| Employer contribution / active EE | $4,199 | $4,570-8.1% | $3,950+6.3% | $4,663-10.0% |
| Participant deferral / active EE | $5,249 | $6,963-24.6% | $6,278-16.4% | $6,691-21.5% |
| Admin fee / account holder | $7,456 | $12,095-38.4% | $10,419-28.4% | $13,402-44.4% |