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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 | $79,872 | $112,121-28.8% | $95,960-16.8% | $158,966-49.8% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 8.71% | 171.16%-162.5pp | 91.63%-82.9pp | 302.95%-294.2pp |
| Employer contribution / active EE | $2,737 | $3,199-14.5% | $2,541+7.7% | $4,762-42.5% |
| Participant deferral / active EE | $8,372 | $4,784+75.0% | $4,167+100.9% | $5,983+39.9% |
| Admin fee / account holder | $10,798 | $10,135+6.5% | $6,797+58.9% | $11,250-4.0% |