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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 | $91,885 | $103,008-10.8% | $90,304+1.8% | $152,897-39.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 23.71% | 95.22%-71.5pp | 78.13%-54.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,338 | $3,139-25.5% | $2,855-18.1% | $4,764-50.9% |
| Participant deferral / active EE | $7,609 | $4,281+77.7% | $3,885+95.9% | $5,851+30.1% |
| Admin fee / account holder | $575 | $6,175-90.7% | $5,354-89.3% | $11,599-95.0% |