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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 | $129,986 | $225,673-42.4% | $203,872-36.2% | $155,188-16.2% |
| Participation rate | 95.7% | 80.3%+15.3pp | 77.8%+17.9pp | 80.8%+14.8pp |
| Annual return | 9.02% | 95.91%-86.9pp | 85.11%-76.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $3,228 | $4,099-21.2% | $3,757-14.1% | $4,248-24.0% |
| Participant deferral / active EE | $7,627 | $6,893+10.6% | $6,388+19.4% | $6,531+16.8% |
| Admin fee / account holder | $94,602 | $12,327+667.4% | $11,730+706.5% | $14,480+553.3% |