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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 | $86,185 | $97,125-11.3% | $86,233-0.1% | $137,256-37.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 17.78% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,946 | $2,841+144.5% | $2,504+177.4% | $4,156+67.1% |
| Participant deferral / active EE | $6,255 | $5,180+20.8% | $4,559+37.2% | $6,407-2.4% |
| Admin fee / account holder | $959 | $9,725-90.1% | $8,342-88.5% | $12,270-92.2% |