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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 | $103,372 | $132,634-22.1% | $115,768-10.7% | $137,256-24.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 16.55% | 160.70%-144.1pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $902 | $3,360-73.1% | $2,940-69.3% | $4,156-78.3% |
| Participant deferral / active EE | $6,650 | $5,619+18.4% | $4,917+35.2% | $6,407+3.8% |
| Admin fee / account holder | $1,074 | $15,028-92.9% | $12,439-91.4% | $12,270-91.3% |