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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 | $103,307 | $124,346-16.9% | $111,308-7.2% | $167,536-38.3% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 18.11% | 37.45%-19.3pp | 54.67%-36.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $804 | $3,437-76.6% | $2,732-70.6% | $4,839-83.4% |
| Participant deferral / active EE | $3,169 | $5,182-38.8% | $4,487-29.4% | $6,342-50.0% |
| Admin fee / account holder | $3,415 | $10,621-67.8% | $7,965-57.1% | $12,315-72.3% |