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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 | $113,536 | $227,597-50.1% | $189,575-40.1% | $167,536-32.2% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 10.32% | 78.44%-68.1pp | 64.19%-53.9pp | 478.82%-468.5pp |
| Employer contribution / active EE | $2,497 | $5,316-53.0% | $4,412-43.4% | $4,839-48.4% |
| Participant deferral / active EE | $8,362 | $7,002+19.4% | $6,174+35.5% | $6,342+31.9% |
| Admin fee / account holder | $1,280 | $11,877-89.2% | $9,806-86.9% | $12,315-89.6% |