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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 | $95,959 | $162,136-40.8% | $152,301-37.0% | $154,746-38.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 21.47% | 91.02%-69.6pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,400 | $4,890-50.9% | $4,624-48.1% | $4,379-45.2% |
| Participant deferral / active EE | $6,527 | $8,341-21.8% | $8,004-18.5% | $6,730-3.0% |
| Admin fee / account holder | $1,997 | $15,759-87.3% | $14,398-86.1% | $14,365-86.1% |