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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 | $94,542 | $126,113-25.0% | $116,096-18.6% | $155,188-39.1% |
| Participation rate | 94.1% | 75.1%+19.0pp | 73.3%+20.8pp | 80.8%+13.3pp |
| Annual return | 16.84% | 391.72%-374.9pp | 326.25%-309.4pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,395 | $2,672+27.1% | $2,503+35.6% | $4,248-20.1% |
| Participant deferral / active EE | $8,174 | $4,162+96.4% | $3,952+106.8% | $6,531+25.2% |
| Admin fee / account holder | $3,486 | $8,045-56.7% | $7,704-54.7% | $14,480-75.9% |