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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 | $78,349 | $157,304-50.2% | $141,197-44.5% | $152,909-48.8% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 23.18% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,376 | $5,263-35.9% | $4,736-28.7% | $4,764-29.1% |
| Participant deferral / active EE | $8,422 | $7,111+18.4% | $6,710+25.5% | $5,851+43.9% |
| Admin fee / account holder | $313 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |