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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 | $85,534 | $111,535-23.3% | $105,223-18.7% | $137,256-37.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,630 | $3,939-7.9% | $3,689-1.6% | $4,156-12.7% |
| Participant deferral / active EE | $9,196 | $5,500+67.2% | $5,072+81.3% | $6,407+43.5% |
| Admin fee / account holder | $4,729 | $9,721-51.4% | $8,859-46.6% | $12,270-61.5% |