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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 | $105,642 | $126,113-16.2% | $116,096-9.0% | $155,188-31.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 73.3%+14.2pp | 80.8%+6.7pp |
| Annual return | 10.32% | 391.72%-381.4pp | 326.25%-315.9pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,789 | $2,672+4.4% | $2,503+11.4% | $4,248-34.3% |
| Participant deferral / active EE | $5,885 | $4,162+41.4% | $3,952+48.9% | $6,531-9.9% |
| Admin fee / account holder | $22,008 | $8,045+173.6% | $7,704+185.7% | $14,480+52.0% |