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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 | $95,695 | $165,381-42.1% | $149,730-36.1% | $158,966-39.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 15.14% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $6,916 | $5,104+35.5% | $4,645+48.9% | $4,762+45.2% |
| Participant deferral / active EE | $7,493 | $7,182+4.3% | $6,843+9.5% | $5,983+25.2% |
| Admin fee / account holder | $2,422 | $10,809-77.6% | $9,310-74.0% | $11,250-78.5% |