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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 | $142,177 | $227,597-37.5% | $189,575-25.0% | $167,536-15.1% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 14.71% | 78.44%-63.7pp | 64.19%-49.5pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,265 | $5,316-57.4% | $4,412-48.7% | $4,839-53.2% |
| Participant deferral / active EE | $5,546 | $7,002-20.8% | $6,174-10.2% | $6,342-12.5% |
| Admin fee / account holder | $624 | $11,877-94.7% | $9,806-93.6% | $12,315-94.9% |