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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 | $97,817 | $157,276-37.8% | $141,177-30.7% | $152,885-36.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 29.38% | 64.33%-35.0pp | 71.40%-42.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $13,792 | $5,262+162.1% | $4,736+191.2% | $4,763+189.6% |
| Participant deferral / active EE | $23,017 | $7,110+223.7% | $6,710+243.0% | $5,851+293.4% |
| Admin fee / account holder | $8,877 | $12,123-26.8% | $10,263-13.5% | $11,598-23.5% |