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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 | $113,463 | $211,224-46.3% | $178,505-36.4% | $145,897-22.2% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 10.13% | 30.28%-20.2pp | 27.16%-17.0pp | 552.29%-542.2pp |
| Employer contribution / active EE | $5,287 | $4,577+15.5% | $3,955+33.7% | $4,663+13.4% |
| Participant deferral / active EE | $2,986 | $6,966-57.1% | $6,280-52.5% | $6,689-55.4% |
| Admin fee / account holder | $19,363 | $12,109+59.9% | $10,428+85.7% | $13,390+44.6% |