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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 | $112,892 | $165,399-31.7% | $149,745-24.6% | $158,982-29.0% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 20.47% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,037 | $5,105-79.7% | $4,646-77.7% | $4,763-78.2% |
| Participant deferral / active EE | $10,173 | $7,183+41.6% | $6,843+48.7% | $5,983+70.0% |
| Admin fee / account holder | $2,024 | $10,811-81.3% | $9,312-78.3% | $11,252-82.0% |