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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 | $54,639 | $157,304-65.3% | $141,197-61.3% | $152,909-64.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 22.17% | 64.34%-42.2pp | 71.41%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $2,036 | $5,263-61.3% | $4,736-57.0% | $4,764-57.3% |
| Participant deferral / active EE | $5,878 | $7,111-17.3% | $6,710-12.4% | $5,851+0.5% |
| Admin fee / account holder | $658 | $12,126-94.6% | $10,265-93.6% | $11,601-94.3% |