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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 | $108,330 | $81,664+32.7% | $70,476+53.7% | $158,966-31.9% |
| Participation rate | 91.7% | 77.7%+13.9pp | 75.1%+16.6pp | 82.0%+9.7pp |
| Annual return | 24.00% | 208.59%-184.6pp | 109.12%-85.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,532 | $3,219-52.4% | $2,738-44.1% | $4,762-67.8% |
| Participant deferral / active EE | $4,087 | $4,556-10.3% | $3,710+10.2% | $5,983-31.7% |
| Admin fee / account holder | $834 | $6,197-86.6% | $3,847-78.3% | $11,250-92.6% |