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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 | $71,839 | $90,486-20.6% | $78,676-8.7% | $273,972-73.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 17.74% | 75.62%-57.9pp | 62.19%-44.4pp | 41.46%-23.7pp |
| Employer contribution / active EE | $14,705 | $3,175+363.1% | $2,850+416.0% | $4,869+202.0% |
| Participant deferral / active EE | $9,200 | $3,901+135.8% | $3,517+161.6% | $5,287+74.0% |
| Admin fee / account holder | $818 | $5,263-84.5% | $4,510-81.9% | $10,133-91.9% |