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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 | $80,004 | $157,296-49.1% | $141,191-43.3% | $152,897-47.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 26.23% | 64.34%-38.1pp | 71.41%-45.2pp | 345.43%-319.2pp |
| Employer contribution / active EE | $3,676 | $5,262-30.1% | $4,736-22.4% | $4,764-22.8% |
| Participant deferral / active EE | $11,693 | $7,111+64.4% | $6,710+74.3% | $5,851+99.8% |
| Admin fee / account holder | $21,388 | $12,125+76.4% | $10,264+108.4% | $11,599+84.4% |