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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 | $99,764 | $227,399-56.1% | $189,758-47.4% | $198,609-49.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 17.54% | 61.03%-43.5pp | 52.62%-35.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,849 | $5,526-48.4% | $4,767-40.2% | $5,055-43.6% |
| Participant deferral / active EE | $7,023 | $6,837+2.7% | $5,856+19.9% | $6,977+0.7% |
| Admin fee / account holder | $2,840 | $25,162-88.7% | $20,388-86.1% | $19,030-85.1% |