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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 | $92,339 | $152,619-39.5% | $125,195-26.2% | $152,909-39.6% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 24.44% | 54.85%-30.4pp | 43.79%-19.4pp | 345.46%-321.0pp |
| Employer contribution / active EE | $3,299 | $4,947-33.3% | $3,866-14.7% | $4,764-30.7% |
| Participant deferral / active EE | $7,017 | $5,869+19.6% | $4,937+42.1% | $5,851+19.9% |
| Admin fee / account holder | $1,039 | $13,437-92.3% | $9,704-89.3% | $11,601-91.0% |