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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 | $77,923 | $100,139-22.2% | $85,187-8.5% | $145,884-46.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.34% | 84.15%-67.8pp | 66.67%-50.3pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,192 | $3,238-32.3% | $2,732-19.8% | $4,662-53.0% |
| Participant deferral / active EE | $14,338 | $5,296+170.7% | $4,525+216.9% | $6,690+114.3% |
| Admin fee / account holder | $700 | $7,262-90.4% | $6,162-88.6% | $13,392-94.8% |