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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 | $123,911 | $77,416+60.1% | $69,464+78.4% | $152,897-19.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 16.79% | 39.08%-22.3pp | 28.98%-12.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,594 | $3,315-21.7% | $2,779-6.7% | $4,764-45.5% |
| Participant deferral / active EE | $2,594 | $4,413-41.2% | $3,536-26.6% | $5,851-55.7% |
| Admin fee / account holder | $384 | $6,208-93.8% | $3,840-90.0% | $11,599-96.7% |