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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 | $85,115 | $99,053-14.1% | $88,179-3.5% | $138,895-38.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 13.09% | 78.17%-65.1pp | 64.97%-51.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $5,791 | $2,882+100.9% | $2,549+127.2% | $4,194+38.1% |
| Participant deferral / active EE | $8,450 | $5,225+61.7% | $4,614+83.2% | $6,396+32.1% |
| Admin fee / account holder | $2,455 | $8,748-71.9% | $7,673-68.0% | $12,562-80.5% |