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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 | $105,653 | $165,361-36.1% | $149,715-29.4% | $158,950-33.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.52% | 348.24%-334.7pp | 276.66%-263.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $9,706 | $5,103+90.2% | $4,645+109.0% | $4,762+103.8% |
| Participant deferral / active EE | $5,675 | $7,182-21.0% | $6,842-17.1% | $5,983-5.1% |
| Admin fee / account holder | $1,332 | $10,808-87.7% | $9,310-85.7% | $11,248-88.2% |