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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 | $94,920 | $289,211-67.2% | $260,467-63.6% | $198,609-52.2% |
| Participation rate | 88.2% | 83.1%+5.1pp | 80.5%+7.8pp | 82.4%+5.9pp |
| Annual return | 13.27% | 112.90%-99.6pp | 100.60%-87.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,218 | $4,663-52.4% | $4,239-47.7% | $5,055-56.1% |
| Participant deferral / active EE | $4,337 | $6,812-36.3% | $6,319-31.4% | $6,977-37.8% |
| Admin fee / account holder | $2,507 | $16,236-84.6% | $15,461-83.8% | $19,030-86.8% |