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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 | $89,022 | $157,270-43.4% | $141,173-36.9% | $152,870-41.8% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 23.35% | 64.33%-41.0pp | 71.40%-48.0pp | 345.34%-322.0pp |
| Employer contribution / active EE | $2,962 | $5,261-43.7% | $4,735-37.5% | $4,763-37.8% |
| Participant deferral / active EE | $9,585 | $7,110+34.8% | $6,710+42.9% | $5,850+63.8% |
| Admin fee / account holder | $8,825 | $12,121-27.2% | $10,262-14.0% | $11,597-23.9% |