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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 | $80,772 | $152,612-47.1% | $125,192-35.5% | $152,897-47.2% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 25.62% | 54.85%-29.2pp | 43.79%-18.2pp | 345.43%-319.8pp |
| Employer contribution / active EE | $2,204 | $4,947-55.4% | $3,866-43.0% | $4,764-53.7% |
| Participant deferral / active EE | $5,980 | $5,868+1.9% | $4,937+21.1% | $5,851+2.2% |
| Admin fee / account holder | $894 | $13,437-93.3% | $9,704-90.8% | $11,599-92.3% |