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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 | $122,799 | $152,619-19.5% | $125,195-1.9% | $152,909-19.7% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 21.66% | 54.85%-33.2pp | 43.79%-22.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,571 | $4,947-48.0% | $3,866-33.5% | $4,764-46.0% |
| Participant deferral / active EE | $5,862 | $5,869-0.1% | $4,937+18.7% | $5,851+0.2% |
| Admin fee / account holder | $1,219 | $13,437-90.9% | $9,704-87.4% | $11,601-89.5% |