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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 | $79,214 | $115,810-31.6% | $101,271-21.8% | $158,966-50.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 11.90% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.0pp |
| Employer contribution / active EE | $8,180 | $4,175+95.9% | $3,660+123.5% | $4,762+71.8% |
| Participant deferral / active EE | $7,751 | $4,958+56.3% | $4,371+77.3% | $5,983+29.5% |
| Admin fee / account holder | $601 | $7,248-91.7% | $5,948-89.9% | $11,250-94.7% |