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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 | $80,955 | $208,088-61.1% | $186,193-56.5% | $154,746-47.7% |
| Participation rate | 85.0% | 80.0%+5.0pp | 77.1%+7.9pp | 80.7%+4.3pp |
| Annual return | 16.62% | 89.97%-73.4pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,130 | $4,340-4.8% | $3,918+5.4% | $4,379-5.7% |
| Participant deferral / active EE | $5,366 | $7,078-24.2% | $6,513-17.6% | $6,730-20.3% |
| Admin fee / account holder | $534 | $11,698-95.4% | $11,058-95.2% | $14,365-96.3% |