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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 | $77,899 | $157,829-50.6% | $136,867-43.1% | $198,609-60.8% |
| Participation rate | 81.8% | 77.2%+4.6pp | 74.5%+7.3pp | 82.4%-0.6pp |
| Annual return | 14.39% | 51.25%-36.9pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,057 | $3,923-47.6% | $3,547-42.0% | $5,055-59.3% |
| Participant deferral / active EE | $8,163 | $5,463+49.4% | $4,924+65.8% | $6,977+17.0% |
| Admin fee / account holder | $13,516 | $11,107+21.7% | $10,340+30.7% | $19,030-29.0% |