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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 | $106,022 | $111,814-5.2% | $103,374+2.6% | $145,959-27.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.04% | 24.77%-13.7pp | 24.89%-13.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $7,049 | $4,214+67.3% | $3,869+82.2% | $4,661+51.2% |
| Participant deferral / active EE | $9,659 | $5,618+71.9% | $5,058+91.0% | $6,689+44.4% |
| Admin fee / account holder | $7,437 | $9,754-23.8% | $8,394-11.4% | $13,398-44.5% |