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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 | $79,216 | $103,000-23.1% | $90,300-12.3% | $152,885-48.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 19.97% | 95.19%-75.2pp | 78.11%-58.1pp | 345.39%-325.4pp |
| Employer contribution / active EE | $3,965 | $3,138+26.3% | $2,854+38.9% | $4,763-16.7% |
| Participant deferral / active EE | $5,830 | $4,281+36.2% | $3,884+50.1% | $5,851-0.4% |
| Admin fee / account holder | $9,875 | $6,173+60.0% | $5,353+84.5% | $11,598-14.9% |