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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 | $80,938 | $157,829-48.7% | $136,867-40.9% | $198,609-59.2% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 15.31% | 51.25%-35.9pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,269 | $3,923+85.3% | $3,547+104.9% | $5,055+43.8% |
| Participant deferral / active EE | $8,129 | $5,463+48.8% | $4,924+65.1% | $6,977+16.5% |
| Admin fee / account holder | $765 | $11,107-93.1% | $10,340-92.6% | $19,030-96.0% |