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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 | $102,476 | $102,938-0.4% | $94,105+8.9% | $138,895-26.2% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 14.21% | 250.28%-236.1pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $981 | $2,732-64.1% | $2,504-60.8% | $4,194-76.6% |
| Participant deferral / active EE | $7,797 | $4,196+85.8% | $3,881+100.9% | $6,396+21.9% |
| Admin fee / account holder | $427 | $6,600-93.5% | $6,199-93.1% | $12,562-96.6% |