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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 | $86,859 | $100,073-13.2% | $85,126+2.0% | $145,877-40.5% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.76% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,815 | $3,236-43.9% | $2,731-33.5% | $4,663-61.1% |
| Participant deferral / active EE | $10,974 | $5,294+107.3% | $4,523+142.6% | $6,691+64.0% |
| Admin fee / account holder | $988 | $7,261-86.4% | $6,160-84.0% | $13,402-92.6% |