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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 | $99,700 | $166,268-40.0% | $165,100-39.6% | $145,897-31.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 12.11% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,122 | $5,284-59.8% | $4,348-51.2% | $4,663-54.5% |
| Participant deferral / active EE | $7,259 | $6,964+4.2% | $6,035+20.3% | $6,689+8.5% |
| Admin fee / account holder | $1,385 | $16,659-91.7% | $12,696-89.1% | $13,390-89.7% |