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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 | $88,375 | $89,370-1.1% | $141,197-37.4% | $72,976+21.1% |
| Participation rate | 81.4% | 75.1%+6.2pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 50.83% | 111.88%-61.0pp | 71.41%-20.6pp | 81.02%-30.2pp |
| Employer contribution / active EE | $4,104 | $3,115+31.7% | $4,736-13.4% | $2,440+68.2% |
| Participant deferral / active EE | $6,657 | $5,419+22.9% | $6,710-0.8% | $3,608+84.5% |
| Admin fee / account holder | $528 | $5,957-91.1% | $10,265-94.9% | $5,124-89.7% |