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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 | $89,617 | $157,296-43.0% | $141,191-36.5% | $152,897-41.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 29.79% | 64.34%-34.6pp | 71.41%-41.6pp | 345.43%-315.6pp |
| Employer contribution / active EE | $5,334 | $5,262+1.4% | $4,736+12.6% | $4,764+12.0% |
| Participant deferral / active EE | $11,202 | $7,111+57.5% | $6,710+66.9% | $5,851+91.4% |
| Admin fee / account holder | $1,063 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |