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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 | $71,663 | $166,131-56.9% | $164,975-56.6% | $145,877-50.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.06% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,937 | $5,276-63.3% | $4,343-55.4% | $4,663-58.5% |
| Participant deferral / active EE | $8,385 | $6,962+20.4% | $6,033+39.0% | $6,691+25.3% |
| Admin fee / account holder | $1,186 | $16,648-92.9% | $12,688-90.6% | $13,402-91.1% |