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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 | $103,063 | $129,737-20.6% | $119,126-13.5% | $154,746-33.4% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 18.02% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,705 | $4,375-38.2% | $4,034-32.9% | $4,379-38.2% |
| Participant deferral / active EE | $11,197 | $5,842+91.7% | $5,318+110.6% | $6,730+66.4% |
| Admin fee / account holder | $5,117 | $11,961-57.2% | $10,693-52.1% | $14,365-64.4% |