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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 | $90,136 | $157,304-42.7% | $141,197-36.2% | $152,909-41.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 19.48% | 64.34%-44.9pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,758 | $5,263-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $3,746 | $7,111-47.3% | $6,710-44.2% | $5,851-36.0% |
| Admin fee / account holder | $620 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |