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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 | $81,091 | $157,296-48.4% | $141,191-42.6% | $152,897-47.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.33% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $5,329 | $5,262+1.3% | $4,736+12.5% | $4,764+11.9% |
| Participant deferral / active EE | $10,275 | $7,111+44.5% | $6,710+53.1% | $5,851+75.6% |
| Admin fee / account holder | $2,799 | $12,125-76.9% | $10,264-72.7% | $11,599-75.9% |