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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 | $80,574 | $166,131-51.5% | $164,975-51.2% | $145,877-44.8% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 14.06% | 100.37%-86.3pp | 70.12%-56.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,921 | $5,276-25.7% | $4,343-9.7% | $4,663-15.9% |
| Participant deferral / active EE | $9,374 | $6,962+34.6% | $6,033+55.4% | $6,691+40.1% |
| Admin fee / account holder | $3,473 | $16,648-79.1% | $12,688-72.6% | $13,402-74.1% |