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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 | $86,111 | $166,020-48.1% | $164,866-47.8% | $145,959-41.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 22.95% | 100.08%-77.1pp | 69.97%-47.0pp | 561.95%-539.0pp |
| Employer contribution / active EE | $5,808 | $5,275+10.1% | $4,343+33.7% | $4,661+24.6% |
| Participant deferral / active EE | $17,303 | $6,961+148.6% | $6,033+186.8% | $6,689+158.7% |
| Admin fee / account holder | $8,150 | $16,644-51.0% | $12,689-35.8% | $13,398-39.2% |