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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 | $82,915 | $157,276-47.3% | $141,177-41.3% | $152,885-45.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 20.26% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,229 | $5,262-57.6% | $4,736-52.9% | $4,763-53.2% |
| Participant deferral / active EE | $2,322 | $7,110-67.3% | $6,710-65.4% | $5,851-60.3% |
| Admin fee / account holder | $698 | $12,123-94.2% | $10,263-93.2% | $11,598-94.0% |