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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 | $120,096 | $227,399-47.2% | $189,758-36.7% | $198,609-39.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 9.41% | 61.03%-51.6pp | 52.62%-43.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $5,208 | $5,526-5.8% | $4,767+9.3% | $5,055+3.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,327 | $25,162-90.8% | $20,388-88.6% | $19,030-87.8% |