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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 | $89,010 | $90,486-1.6% | $78,676+13.1% | $273,972-67.5% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 7.12% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,623 | $3,175+171.6% | $2,850+202.5% | $4,869+77.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,760 | $5,263+142.4% | $4,510+182.9% | $10,133+25.9% |