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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 | $99,494 | $211,288-52.9% | $178,540-44.3% | $145,884-31.8% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 8.43% | 30.27%-21.8pp | 27.15%-18.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,708 | $4,574-18.9% | $3,953-6.2% | $4,662-20.5% |
| Participant deferral / active EE | $5,667 | $6,967-18.7% | $6,281-9.8% | $6,690-15.3% |
| Admin fee / account holder | $15,090 | $12,105+24.7% | $10,424+44.8% | $13,392+12.7% |