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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 | $89,522 | $171,492-47.8% | $150,734-40.6% | $198,609-54.9% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 22.71% | 804.70%-782.0pp | 600.81%-578.1pp | 202.70%-180.0pp |
| Employer contribution / active EE | $3,908 | $5,470-28.6% | $4,918-20.5% | $5,055-22.7% |
| Participant deferral / active EE | $14,175 | $6,259+126.5% | $5,610+152.7% | $6,977+103.2% |
| Admin fee / account holder | $1,090 | $17,628-93.8% | $14,905-92.7% | $19,030-94.3% |