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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 | $80,159 | $81,208-1.3% | $98,920-19.0% | $79,852+0.4% |
| Participation rate | 91.8% | 72.5%+19.3pp | 76.0%+15.8pp | 69.6%+22.2pp |
| Annual return | 10.98% | 60.99%-50.0pp | 196.47%-185.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $2,170 | $1,960+10.7% | $2,689-19.3% | $2,471-12.2% |
| Participant deferral / active EE | $4,900 | $3,265+50.1% | $4,245+15.4% | $3,740+31.0% |
| Admin fee / account holder | $3,314 | $6,013-44.9% | $6,643-50.1% | $5,306-37.5% |