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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 | $85,700 | $197,637-56.6% | $177,848-51.8% | $158,982-46.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 50.55% | 58.77%-8.2pp | 48.33%+2.2pp | 302.99%-252.4pp |
| Employer contribution / active EE | $4,549 | $6,698-32.1% | $5,919-23.1% | $4,763-4.5% |
| Participant deferral / active EE | $8,767 | $8,405+4.3% | $7,714+13.6% | $5,983+46.5% |
| Admin fee / account holder | $559 | $15,406-96.4% | $12,431-95.5% | $11,252-95.0% |