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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 | $96,511 | $157,296-38.6% | $141,191-31.6% | $152,897-36.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.32% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $4,400 | $5,262-16.4% | $4,736-7.1% | $4,764-7.6% |
| Participant deferral / active EE | $6,666 | $7,111-6.3% | $6,710-0.7% | $5,851+13.9% |
| Admin fee / account holder | $726 | $12,125-94.0% | $10,264-92.9% | $11,599-93.7% |