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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 | $107,829 | $149,679-28.0% | $117,039-7.9% | $147,586-26.9% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 12.22% | 19.31%-7.1pp | 18.95%-6.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,414 | $4,937-71.4% | $3,785-62.6% | $4,876-71.0% |
| Participant deferral / active EE | $5,158 | $4,912+5.0% | $3,929+31.3% | $5,439-5.2% |
| Admin fee / account holder | $1,174 | $7,856-85.1% | $5,974-80.3% | $10,886-89.2% |