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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 | $98,966 | $157,296-37.1% | $141,191-29.9% | $152,897-35.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 25.89% | 64.34%-38.4pp | 71.41%-45.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,586 | $5,262-50.9% | $4,736-45.4% | $4,764-45.7% |
| Participant deferral / active EE | $7,230 | $7,111+1.7% | $6,710+7.7% | $5,851+23.6% |
| Admin fee / account holder | $961 | $12,125-92.1% | $10,264-90.6% | $11,599-91.7% |