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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 | $78,841 | $114,119-30.9% | $107,187-26.4% | $138,895-43.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 17.82% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $6,723 | $4,059+65.6% | $3,782+77.8% | $4,194+60.3% |
| Participant deferral / active EE | $10,000 | $5,538+80.6% | $5,096+96.2% | $6,396+56.3% |
| Admin fee / account holder | $409 | $10,024-95.9% | $9,162-95.5% | $12,562-96.7% |