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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 | $101,979 | $162,812-37.4% | $133,971-23.9% | $158,966-35.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 18.62% | 41.94%-23.3pp | 45.09%-26.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $11,747 | $4,976+136.1% | $3,919+199.8% | $4,762+146.6% |
| Participant deferral / active EE | $7,835 | $5,910+32.6% | $5,047+55.2% | $5,983+31.0% |
| Admin fee / account holder | $2,799 | $11,741-76.2% | $8,929-68.7% | $11,250-75.1% |