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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 | $83,704 | $157,296-46.8% | $141,191-40.7% | $152,897-45.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 23.00% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,907 | $5,262-44.8% | $4,736-38.6% | $4,764-39.0% |
| Participant deferral / active EE | $7,154 | $7,111+0.6% | $6,710+6.6% | $5,851+22.3% |
| Admin fee / account holder | $3,038 | $12,125-74.9% | $10,264-70.4% | $11,599-73.8% |