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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 | $94,505 | $124,425-24.0% | $112,040-15.7% | $137,256-31.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 37.91% | 24.72%+13.2pp | 24.52%+13.4pp | 220.34%-182.4pp |
| Employer contribution / active EE | $2,666 | $3,411-21.8% | $2,954-9.7% | $4,156-35.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $500 | $15,207-96.7% | $12,098-95.9% | $12,270-95.9% |