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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 | $102,308 | $172,111-40.6% | $150,298-31.9% | $137,256-25.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.38% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $14,903 | $4,636+221.5% | $4,154+258.8% | $4,156+258.6% |
| Participant deferral / active EE | $11,767 | $6,166+90.8% | $5,453+115.8% | $6,407+83.7% |
| Admin fee / account holder | $8,304 | $16,471-49.6% | $14,116-41.2% | $12,270-32.3% |