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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 | $81,313 | $102,638-20.8% | $81,982-0.8% | $158,982-48.9% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.7pp |
| Annual return | 19.96% | 61.05%-41.1pp | 41.31%-21.4pp | 302.99%-283.0pp |
| Employer contribution / active EE | $3,404 | $3,241+5.0% | $2,498+36.2% | $4,763-28.5% |
| Participant deferral / active EE | $12,661 | $4,649+172.3% | $3,722+240.1% | $5,983+111.6% |
| Admin fee / account holder | $831 | $8,237-89.9% | $5,665-85.3% | $11,252-92.6% |