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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 | $97,424 | $157,304-38.1% | $141,197-31.0% | $152,909-36.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.22% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,911 | $5,263-44.7% | $4,736-38.5% | $4,764-38.9% |
| Participant deferral / active EE | $8,069 | $7,111+13.5% | $6,710+20.2% | $5,851+37.9% |
| Admin fee / account holder | $7,513 | $12,126-38.0% | $10,265-26.8% | $11,601-35.2% |