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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 | $99,125 | $157,296-37.0% | $141,191-29.8% | $152,897-35.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 32.00% | 64.34%-32.3pp | 71.41%-39.4pp | 345.43%-313.4pp |
| Employer contribution / active EE | $6,055 | $5,262+15.1% | $4,736+27.9% | $4,764+27.1% |
| Participant deferral / active EE | $5,997 | $7,111-15.7% | $6,710-10.6% | $5,851+2.5% |
| Admin fee / account holder | $589 | $12,125-95.1% | $10,264-94.3% | $11,599-94.9% |