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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 | $92,981 | $157,304-40.9% | $141,197-34.1% | $152,909-39.2% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 19.44% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,315 | $5,263-56.0% | $4,736-51.1% | $4,764-51.4% |
| Participant deferral / active EE | $7,146 | $7,111+0.5% | $6,710+6.5% | $5,851+22.1% |
| Admin fee / account holder | $25,858 | $12,126+113.2% | $10,265+151.9% | $11,601+122.9% |