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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 | $113,313 | $157,276-28.0% | $141,177-19.7% | $152,885-25.9% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 21.35% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,709 | $5,262-48.5% | $4,736-42.8% | $4,763-43.1% |
| Participant deferral / active EE | $4,131 | $7,110-41.9% | $6,710-38.4% | $5,851-29.4% |
| Admin fee / account holder | $612 | $12,123-94.9% | $10,263-94.0% | $11,598-94.7% |