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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 | $105,873 | $227,399-53.4% | $189,758-44.2% | $198,609-46.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 18.19% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,887 | $5,526-65.9% | $4,767-60.4% | $5,055-62.7% |
| Participant deferral / active EE | $9,814 | $6,837+43.5% | $5,856+67.6% | $6,977+40.7% |
| Admin fee / account holder | $2,365 | $25,162-90.6% | $20,388-88.4% | $19,030-87.6% |