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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 | $90,518 | $183,627-50.7% | $155,602-41.8% | $145,978-38.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.74% | 61.32%-44.6pp | 64.81%-48.1pp | 550.52%-533.8pp |
| Employer contribution / active EE | $3,551 | $5,316-33.2% | $4,675-24.0% | $4,662-23.8% |
| Participant deferral / active EE | $6,244 | $6,466-3.4% | $5,629+10.9% | $6,690-6.7% |
| Admin fee / account holder | $3,490 | $19,327-81.9% | $15,923-78.1% | $13,400-74.0% |