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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 | $66,316 | $132,634-50.0% | $115,768-42.7% | $137,256-51.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 20.14% | 160.70%-140.6pp | 100.46%-80.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,236 | $3,360-33.5% | $2,940-24.0% | $4,156-46.2% |
| Participant deferral / active EE | $9,424 | $5,619+67.7% | $4,917+91.7% | $6,407+47.1% |
| Admin fee / account holder | $343 | $15,028-97.7% | $12,439-97.2% | $12,270-97.2% |