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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 | $107,534 | $121,677-11.6% | $104,625+2.8% | $158,966-32.4% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+8.9pp |
| Annual return | 16.00% | 465.58%-449.6pp | 340.60%-324.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,284 | $3,165-59.4% | $2,681-52.1% | $4,762-73.0% |
| Participant deferral / active EE | $3,748 | $4,175-10.2% | $3,738+0.3% | $5,983-37.4% |
| Admin fee / account holder | $3,145 | $7,777-59.6% | $6,465-51.4% | $11,250-72.0% |