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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 | $88,985 | $107,941-17.6% | $91,994-3.3% | $152,909-41.8% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.5%+8.0pp |
| Annual return | 25.15% | 89.28%-64.1pp | 69.04%-43.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,476 | $4,212-41.2% | $3,453-28.3% | $4,764-48.0% |
| Participant deferral / active EE | $3,674 | $6,366-42.3% | $5,924-38.0% | $5,851-37.2% |
| Admin fee / account holder | $507 | $10,521-95.2% | $7,744-93.5% | $11,601-95.6% |