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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 | $108,920 | $106,247+2.5% | $96,515+12.9% | $139,466-21.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 19.91% | 38.47%-18.6pp | 35.73%-15.8pp | 373.66%-353.8pp |
| Employer contribution / active EE | $3,125 | $4,106-23.9% | $3,740-16.4% | $4,754-34.3% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,319 | $7,885-70.6% | $6,735-65.6% | $11,409-79.7% |