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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 | $100,446 | $165,381-39.3% | $149,730-32.9% | $158,966-36.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 12.03% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $6,378 | $5,104+25.0% | $4,645+37.3% | $4,762+33.9% |
| Participant deferral / active EE | $5,972 | $7,182-16.9% | $6,843-12.7% | $5,983-0.2% |
| Admin fee / account holder | $3,663 | $10,809-66.1% | $9,310-60.7% | $11,250-67.4% |