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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 | $95,943 | $97,125-1.2% | $86,233+11.3% | $137,256-30.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 50.58% | 74.19%-23.6pp | 61.39%-10.8pp | 220.34%-169.8pp |
| Employer contribution / active EE | $2,404 | $2,841-15.4% | $2,504-4.0% | $4,156-42.1% |
| Participant deferral / active EE | $9,389 | $5,180+81.3% | $4,559+105.9% | $6,407+46.5% |
| Admin fee / account holder | $1,697 | $9,725-82.5% | $8,342-79.7% | $12,270-86.2% |