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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 | $84,850 | $227,399-62.7% | $189,758-55.3% | $198,609-57.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 20.28% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $7,180 | $5,526+29.9% | $4,767+50.6% | $5,055+42.0% |
| Participant deferral / active EE | $7,913 | $6,837+15.7% | $5,856+35.1% | $6,977+13.4% |
| Admin fee / account holder | $2,432 | $25,162-90.3% | $20,388-88.1% | $19,030-87.2% |