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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 | $166,268-56.9% | $165,100-56.6% | $145,897-50.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.06% | 100.52%-88.5pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,937 | $5,284-63.3% | $4,348-55.5% | $4,663-58.5% |
| Participant deferral / active EE | $8,385 | $6,964+20.4% | $6,035+38.9% | $6,689+25.3% |
| Admin fee / account holder | $1,186 | $16,659-92.9% | $12,696-90.7% | $13,390-91.1% |