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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 | $92,049 | $112,121-17.9% | $95,960-4.1% | $158,966-42.1% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 21.87% | 171.16%-149.3pp | 91.63%-69.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $2,373 | $3,199-25.8% | $2,541-6.6% | $4,762-50.2% |
| Participant deferral / active EE | $6,360 | $4,784+32.9% | $4,167+52.6% | $5,983+6.3% |
| Admin fee / account holder | $663 | $10,135-93.5% | $6,797-90.3% | $11,250-94.1% |