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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 | $87,379 | $97,125-10.0% | $86,233+1.3% | $137,256-36.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.33% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,310 | $2,841+16.5% | $2,504+32.2% | $4,156-20.4% |
| Participant deferral / active EE | $8,232 | $5,180+58.9% | $4,559+80.6% | $6,407+28.5% |
| Admin fee / account holder | $401 | $9,725-95.9% | $8,342-95.2% | $12,270-96.7% |