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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 | $86,325 | $148,582-41.9% | $135,942-36.5% | $139,456-38.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.92% | 79.26%-58.3pp | 68.28%-47.4pp | 373.45%-352.5pp |
| Employer contribution / active EE | $8,209 | $5,245+56.5% | $4,858+69.0% | $4,753+72.7% |
| Participant deferral / active EE | $13,843 | $8,101+70.9% | $7,759+78.4% | $6,711+106.3% |
| Admin fee / account holder | $3,699 | $12,402-70.2% | $10,764-65.6% | $11,407-67.6% |