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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 | $95,006 | $172,111-44.8% | $150,298-36.8% | $137,256-30.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.41% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,092 | $4,636+53.0% | $4,154+70.7% | $4,156+70.6% |
| Participant deferral / active EE | $7,848 | $6,166+27.3% | $5,453+43.9% | $6,407+22.5% |
| Admin fee / account holder | $2,092 | $16,471-87.3% | $14,116-85.2% | $12,270-82.9% |