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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 | $82,442 | $111,535-26.1% | $105,223-21.7% | $137,256-39.9% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 18.56% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,820 | $3,939+73.1% | $3,689+84.9% | $4,156+64.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,877 | $9,721-70.4% | $8,859-67.5% | $12,270-76.6% |