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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 | $211,239-51.1% | $178,528-42.2% | $145,877-29.2% |
| Participation rate | 94.1% | 80.8%+13.3pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 12.51% | 30.22%-17.7pp | 27.11%-14.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7,378 | $4,570+61.4% | $3,950+86.8% | $4,663+58.2% |
| Participant deferral / active EE | $7,205 | $6,963+3.5% | $6,278+14.8% | $6,691+7.7% |
| Admin fee / account holder | $965 | $12,095-92.0% | $10,419-90.7% | $13,402-92.8% |