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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 | $81,907 | $97,125-15.7% | $86,233-5.0% | $137,256-40.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 39.75% | 74.19%-34.4pp | 61.39%-21.6pp | 220.34%-180.6pp |
| Employer contribution / active EE | $2,823 | $2,841-0.6% | $2,504+12.7% | $4,156-32.1% |
| Participant deferral / active EE | $6,443 | $5,180+24.4% | $4,559+41.3% | $6,407+0.6% |
| Admin fee / account holder | $500 | $9,725-94.9% | $8,342-94.0% | $12,270-95.9% |