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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 | $95,334 | $208,088-54.2% | $186,193-48.8% | $154,746-38.4% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 18.93% | 89.97%-71.0pp | 78.03%-59.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,314 | $4,340-23.6% | $3,918-15.4% | $4,379-24.3% |
| Participant deferral / active EE | $6,879 | $7,078-2.8% | $6,513+5.6% | $6,730+2.2% |
| Admin fee / account holder | $841 | $11,698-92.8% | $11,058-92.4% | $14,365-94.1% |