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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 | $93,943 | $183,539-48.8% | $155,556-39.6% | $145,897-35.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.31% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,752 | $5,315-67.0% | $4,675-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $5,422 | $6,467-16.2% | $5,631-3.7% | $6,689-18.9% |
| Admin fee / account holder | $806 | $19,275-95.8% | $15,885-94.9% | $13,390-94.0% |