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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 | $83,848 | $127,296-34.1% | $109,907-23.7% | $167,536-50.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 13.66% | 22.97%-9.3pp | 29.46%-15.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $8,967 | $3,325+169.7% | $2,844+215.3% | $4,839+85.3% |
| Participant deferral / active EE | $5,943 | $4,513+31.7% | $4,047+46.9% | $6,342-6.3% |
| Admin fee / account holder | $828 | $7,119-88.4% | $6,069-86.4% | $12,315-93.3% |