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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 | $74,283 | $97,125-23.5% | $86,233-13.9% | $137,256-45.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 20.84% | 74.19%-53.3pp | 61.39%-40.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,394 | $2,841+160.2% | $2,504+195.3% | $4,156+77.9% |
| Participant deferral / active EE | $6,931 | $5,180+33.8% | $4,559+52.0% | $6,407+8.2% |
| Admin fee / account holder | $327 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |