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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 | $117,239 | $129,737-9.6% | $119,126-1.6% | $154,746-24.2% |
| Participation rate | 88.2% | 78.9%+9.4pp | 75.8%+12.5pp | 80.7%+7.5pp |
| Annual return | 17.15% | 379.08%-361.9pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $6,158 | $4,375+40.8% | $4,034+52.7% | $4,379+40.6% |
| Participant deferral / active EE | $7,304 | $5,842+25.0% | $5,318+37.3% | $6,730+8.5% |
| Admin fee / account holder | $751 | $11,961-93.7% | $10,693-93.0% | $14,365-94.8% |