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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 | $110,337-3.9% | $102,383+3.6% | $145,877-27.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.04% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $7,049 | $4,216+67.2% | $3,870+82.1% | $4,663+51.2% |
| Participant deferral / active EE | $9,659 | $5,621+71.8% | $5,060+90.9% | $6,691+44.4% |
| Admin fee / account holder | $7,437 | $9,750-23.7% | $8,391-11.4% | $13,402-44.5% |