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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 | $102,640 | $114,119-10.1% | $107,187-4.2% | $138,895-26.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 12.07% | 273.21%-261.1pp | 204.55%-192.5pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,358 | $4,059-66.5% | $3,782-64.1% | $4,194-67.6% |
| Participant deferral / active EE | $9,206 | $5,538+66.2% | $5,096+80.6% | $6,396+43.9% |
| Admin fee / account holder | $905 | $10,024-91.0% | $9,162-90.1% | $12,562-92.8% |