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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 | $87,914 | $148,629-40.9% | $135,982-35.3% | $139,487-37.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.94% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $8,049 | $5,247+53.4% | $4,859+65.7% | $4,755+69.3% |
| Participant deferral / active EE | $4,070 | $8,102-49.8% | $7,760-47.6% | $6,713-39.4% |
| Admin fee / account holder | $1,169 | $12,406-90.6% | $10,767-89.1% | $11,407-89.8% |