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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 | $29,214 | $97,125-69.9% | $86,233-66.1% | $137,256-78.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 15.93% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,665 | $2,841+134.6% | $2,504+166.1% | $4,156+60.4% |
| Participant deferral / active EE | $7,282 | $5,180+40.6% | $4,559+59.7% | $6,407+13.7% |
| Admin fee / account holder | $7,818 | $9,725-19.6% | $8,342-6.3% | $12,270-36.3% |