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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 | $83,586 | $111,535-25.1% | $105,223-20.6% | $137,256-39.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 21.79% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $9,261 | $3,939+135.1% | $3,689+151.1% | $4,156+122.8% |
| Participant deferral / active EE | $7,640 | $5,500+38.9% | $5,072+50.6% | $6,407+19.2% |
| Admin fee / account holder | $485 | $9,721-95.0% | $8,859-94.5% | $12,270-96.1% |