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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 | $105,040 | $202,440-48.1% | $169,390-38.0% | $139,466-24.7% |
| Participation rate | 92.9% | 81.1%+11.7pp | 77.2%+15.7pp | 80.3%+12.5pp |
| Annual return | 14.95% | 532.36%-517.4pp | 406.07%-391.1pp | 373.66%-358.7pp |
| Employer contribution / active EE | $6,125 | $4,693+30.5% | $4,013+52.7% | $4,754+28.8% |
| Participant deferral / active EE | $3,471 | $6,940-50.0% | $6,222-44.2% | $6,712-48.3% |
| Admin fee / account holder | $6,318 | $10,722-41.1% | $9,015-29.9% | $11,409-44.6% |