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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 | $82,442 | $114,119-27.8% | $107,187-23.1% | $138,895-40.6% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 79.9%+6.4pp |
| Annual return | 18.56% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $6,820 | $4,059+68.0% | $3,782+80.3% | $4,194+62.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,877 | $10,024-71.3% | $9,162-68.6% | $12,562-77.1% |