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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 | $132,099-21.7% | $115,599-10.6% | $138,895-25.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.3%+14.6pp | 79.9%+9.0pp |
| Annual return | 16.55% | 176.76%-160.2pp | 111.10%-94.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $902 | $3,416-73.6% | $2,955-69.5% | $4,194-78.5% |
| Participant deferral / active EE | $6,650 | $5,617+18.4% | $4,889+36.0% | $6,396+4.0% |
| Admin fee / account holder | $1,074 | $15,650-93.1% | $12,841-91.6% | $12,562-91.5% |