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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 | $97,934 | $183,539-46.6% | $155,556-37.0% | $145,897-32.9% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.98% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,007 | $5,315-5.8% | $4,675+7.1% | $4,663+7.4% |
| Participant deferral / active EE | $2,209 | $6,467-65.8% | $5,631-60.8% | $6,689-67.0% |
| Admin fee / account holder | $400 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |