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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 | $107,299 | $121,701-11.8% | $104,639+2.5% | $158,982-32.5% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 9.79% | 465.72%-455.9pp | 340.67%-330.9pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,294 | $3,165-59.1% | $2,682-51.8% | $4,763-72.8% |
| Participant deferral / active EE | $5,946 | $4,176+42.4% | $3,738+59.1% | $5,983-0.6% |
| Admin fee / account holder | $2,246 | $7,778-71.1% | $6,465-65.3% | $11,252-80.0% |