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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 | $91,292 | $152,619-40.2% | $125,195-27.1% | $152,909-40.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 23.88% | 54.85%-31.0pp | 43.79%-19.9pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,042 | $4,947-78.9% | $3,866-73.1% | $4,764-78.1% |
| Participant deferral / active EE | $13,668 | $5,869+132.9% | $4,937+176.8% | $5,851+133.6% |
| Admin fee / account holder | $2,468 | $13,437-81.6% | $9,704-74.6% | $11,601-78.7% |