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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 | $108,545 | $183,627-40.9% | $155,602-30.2% | $145,978-25.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 12.31% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,601 | $5,316-51.1% | $4,675-44.4% | $4,662-44.2% |
| Participant deferral / active EE | $5,327 | $6,466-17.6% | $5,629-5.4% | $6,690-20.4% |
| Admin fee / account holder | $934 | $19,327-95.2% | $15,923-94.1% | $13,400-93.0% |