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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 | $86,098 | $105,158-18.1% | $94,672-9.1% | $139,487-38.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 20.51% | 38.11%-17.6pp | 156.89%-136.4pp | 373.84%-353.3pp |
| Employer contribution / active EE | $2,948 | $4,107-28.2% | $3,673-19.7% | $4,755-38.0% |
| Participant deferral / active EE | $8,050 | $7,599+5.9% | $7,417+8.5% | $6,713+19.9% |
| Admin fee / account holder | $815 | $8,972-90.9% | $7,222-88.7% | $11,407-92.9% |