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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 | $142,354-27.4% | $125,529-17.7% | $155,188-33.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.7%+14.2pp | 80.8%+8.1pp |
| Annual return | 16.55% | 306.06%-289.5pp | 202.56%-186.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $902 | $3,501-74.2% | $3,058-70.5% | $4,248-78.8% |
| Participant deferral / active EE | $6,650 | $5,491+21.1% | $4,813+38.2% | $6,531+1.8% |
| Admin fee / account holder | $1,074 | $19,392-94.5% | $16,298-93.4% | $14,480-92.6% |