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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 | $108,882-22.7% | $96,754-13.0% | $154,746-45.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 16.73% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,158 | $3,018+70.9% | $2,679+92.5% | $4,379+17.8% |
| Participant deferral / active EE | $7,945 | $5,323+49.3% | $4,758+67.0% | $6,730+18.0% |
| Admin fee / account holder | $451 | $10,200-95.6% | $8,905-94.9% | $14,365-96.9% |