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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 | $103,055 | $183,627-43.9% | $155,602-33.8% | $145,978-29.4% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.20% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $4,201 | $5,316-21.0% | $4,675-10.1% | $4,662-9.9% |
| Participant deferral / active EE | $4,035 | $6,466-37.6% | $5,629-28.3% | $6,690-39.7% |
| Admin fee / account holder | $992 | $19,327-94.9% | $15,923-93.8% | $13,400-92.6% |