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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 | $88,921 | $165,584-46.3% | $142,942-37.8% | $137,256-35.2% |
| Participation rate | 76.5% | 80.1%-3.6pp | 76.8%-0.4pp | 80.0%-3.5pp |
| Annual return | 26.22% | 164.22%-138.0pp | 113.70%-87.5pp | 220.34%-194.1pp |
| Employer contribution / active EE | $5,468 | $4,725+15.7% | $4,139+32.1% | $4,156+31.6% |
| Participant deferral / active EE | $11,480 | $8,194+40.1% | $7,128+61.1% | $6,407+79.2% |
| Admin fee / account holder | $3,571 | $16,167-77.9% | $12,475-71.4% | $12,270-70.9% |