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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 | $89,421 | $227,291-60.7% | $214,702-58.4% | $155,188-42.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 87.5%-9.7pp | 80.8%-3.0pp |
| Annual return | 22.79% | 60.08%-37.3pp | 54.55%-31.8pp | 148.84%-126.0pp |
| Employer contribution / active EE | $4,338 | $6,772-35.9% | $6,461-32.9% | $4,248+2.1% |
| Participant deferral / active EE | $7,568 | $9,582-21.0% | $9,147-17.3% | $6,531+15.9% |
| Admin fee / account holder | $1,397 | $20,413-93.2% | $19,830-93.0% | $14,480-90.4% |