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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 | $105,979 | $114,119-7.1% | $107,187-1.1% | $138,895-23.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 16.11% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,500 | $4,059-38.4% | $3,782-33.9% | $4,194-40.4% |
| Participant deferral / active EE | $5,240 | $5,538-5.4% | $5,096+2.8% | $6,396-18.1% |
| Admin fee / account holder | $1,305 | $10,024-87.0% | $9,162-85.8% | $12,562-89.6% |