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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 | $84,190 | $97,125-13.3% | $86,233-2.4% | $137,256-38.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 16.73% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,158 | $2,841+81.5% | $2,504+105.9% | $4,156+24.1% |
| Participant deferral / active EE | $7,945 | $5,180+53.4% | $4,559+74.3% | $6,407+24.0% |
| Admin fee / account holder | $451 | $9,725-95.4% | $8,342-94.6% | $12,270-96.3% |