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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 | $103,276 | $211,224-51.1% | $178,505-42.1% | $145,897-29.2% |
| Participation rate | 94.1% | 80.8%+13.3pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 12.51% | 30.28%-17.8pp | 27.16%-14.6pp | 552.29%-539.8pp |
| Employer contribution / active EE | $7,378 | $4,577+61.2% | $3,955+86.6% | $4,663+58.2% |
| Participant deferral / active EE | $7,205 | $6,966+3.4% | $6,280+14.7% | $6,689+7.7% |
| Admin fee / account holder | $965 | $12,109-92.0% | $10,428-90.7% | $13,390-92.8% |