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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 | $99,509 | $154,209-35.5% | $130,062-23.5% | $139,487-28.7% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 17.38% | 32.52%-15.1pp | -137.37%+154.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $5,486 | $5,292+3.7% | $4,322+26.9% | $4,755+15.4% |
| Participant deferral / active EE | $9,036 | $6,709+34.7% | $5,821+55.2% | $6,713+34.6% |
| Admin fee / account holder | $1,956 | $13,988-86.0% | $10,601-81.6% | $11,407-82.9% |