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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 | $220,708 | $289,211-23.7% | $260,467-15.3% | $198,609+11.1% |
| Participation rate | 88.9% | 83.1%+5.8pp | 80.5%+8.4pp | 82.4%+6.5pp |
| Annual return | 16.39% | 112.90%-96.5pp | 100.60%-84.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,801 | $4,663-39.9% | $4,239-33.9% | $5,055-44.6% |
| Participant deferral / active EE | $6,197 | $6,812-9.0% | $6,319-1.9% | $6,977-11.2% |
| Admin fee / account holder | $4,453 | $16,236-72.6% | $15,461-71.2% | $19,030-76.6% |