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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 | $101,176 | $103,393-2.1% | $87,103+16.2% | $152,909-33.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 25.39% | 28.10%-2.7pp | 28.19%-2.8pp | 345.46%-320.1pp |
| Employer contribution / active EE | $1,359 | $3,221-57.8% | $2,521-46.1% | $4,764-71.5% |
| Participant deferral / active EE | $8,765 | $4,778+83.4% | $4,049+116.5% | $5,851+49.8% |
| Admin fee / account holder | $1,047 | $12,195-91.4% | $7,491-86.0% | $11,601-91.0% |