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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 | $70,191 | $157,829-55.5% | $136,867-48.7% | $198,609-64.7% |
| Participation rate | 89.5% | 77.2%+12.3pp | 74.5%+14.9pp | 82.4%+7.1pp |
| Annual return | 16.11% | 51.25%-35.1pp | 42.97%-26.9pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,421 | $3,923-12.8% | $3,547-3.5% | $5,055-32.3% |
| Participant deferral / active EE | $8,119 | $5,463+48.6% | $4,924+64.9% | $6,977+16.4% |
| Admin fee / account holder | $1,322 | $11,107-88.1% | $10,340-87.2% | $19,030-93.1% |