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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 | $93,699 | $152,619-38.6% | $125,195-25.2% | $152,909-38.7% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 22.21% | 54.85%-32.6pp | 43.79%-21.6pp | 345.46%-323.3pp |
| Employer contribution / active EE | $981 | $4,947-80.2% | $3,866-74.6% | $4,764-79.4% |
| Participant deferral / active EE | $5,818 | $5,869-0.9% | $4,937+17.8% | $5,851-0.6% |
| Admin fee / account holder | $2,290 | $13,437-83.0% | $9,704-76.4% | $11,601-80.3% |