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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 | $88,109 | $114,013-22.7% | $103,693-15.0% | $155,188-43.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 19.95% | 49.31%-29.4pp | 47.61%-27.7pp | 148.84%-128.9pp |
| Employer contribution / active EE | $4,867 | $3,131+55.4% | $2,920+66.7% | $4,248+14.6% |
| Participant deferral / active EE | $10,116 | $4,970+103.6% | $4,579+120.9% | $6,531+54.9% |
| Admin fee / account holder | $1,392 | $8,407-83.4% | $7,858-82.3% | $14,480-90.4% |