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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 | $113,426 | $211,224-46.3% | $178,505-36.5% | $145,897-22.3% |
| Participation rate | 81.3% | 80.8%+0.4pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 13.98% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $7,026 | $4,577+53.5% | $3,955+77.6% | $4,663+50.7% |
| Participant deferral / active EE | $1,373 | $6,966-80.3% | $6,280-78.1% | $6,689-79.5% |
| Admin fee / account holder | $8,399 | $12,109-30.6% | $10,428-19.5% | $13,390-37.3% |