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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 | $97,636 | $157,296-37.9% | $141,191-30.8% | $152,897-36.1% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 26.94% | 64.34%-37.4pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $2,964 | $5,262-43.7% | $4,736-37.4% | $4,764-37.8% |
| Participant deferral / active EE | $7,584 | $7,111+6.6% | $6,710+13.0% | $5,851+29.6% |
| Admin fee / account holder | $701 | $12,125-94.2% | $10,264-93.2% | $11,599-94.0% |