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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 | $108,882-19.7% | $96,754-9.7% | $154,746-43.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 19.33% | 98.39%-79.1pp | 82.04%-62.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,310 | $3,018+9.7% | $2,679+23.5% | $4,379-24.4% |
| Participant deferral / active EE | $8,232 | $5,323+54.7% | $4,758+73.0% | $6,730+22.3% |
| Admin fee / account holder | $401 | $10,200-96.1% | $8,905-95.5% | $14,365-97.2% |