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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 | $92,961 | $211,224-56.0% | $178,505-47.9% | $145,897-36.3% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 21.82% | 30.28%-8.5pp | 27.16%-5.3pp | 552.29%-530.5pp |
| Employer contribution / active EE | $8,408 | $4,577+83.7% | $3,955+112.6% | $4,663+80.3% |
| Participant deferral / active EE | $3,678 | $6,966-47.2% | $6,280-41.4% | $6,689-45.0% |
| Admin fee / account holder | $3,553 | $12,109-70.7% | $10,428-65.9% | $13,390-73.5% |