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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 | $85,927 | $97,125-11.5% | $86,233-0.4% | $137,256-37.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 14.00% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,698 | $2,841-5.1% | $2,504+7.7% | $4,156-35.1% |
| Participant deferral / active EE | $4,251 | $5,180-17.9% | $4,559-6.7% | $6,407-33.6% |
| Admin fee / account holder | $682 | $9,725-93.0% | $8,342-91.8% | $12,270-94.4% |