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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 | $93,841 | $199,109-52.9% | $173,730-46.0% | $154,746-39.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 12.21% | 20.02%-7.8pp | 19.96%-7.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,020 | $5,311-62.0% | $4,577-55.9% | $4,379-53.9% |
| Participant deferral / active EE | $6,293 | $7,113-11.5% | $6,326-0.5% | $6,730-6.5% |
| Admin fee / account holder | $39,486 | $20,916+88.8% | $17,523+125.3% | $14,365+174.9% |