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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 | $108,882-20.8% | $96,754-10.9% | $154,746-44.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 17.78% | 98.39%-80.6pp | 82.04%-64.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $6,946 | $3,018+130.1% | $2,679+159.3% | $4,379+58.6% |
| Participant deferral / active EE | $6,255 | $5,323+17.5% | $4,758+31.5% | $6,730-7.1% |
| Admin fee / account holder | $959 | $10,200-90.6% | $8,905-89.2% | $14,365-93.3% |