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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 | $112,827 | $104,251+8.2% | $91,004+24.0% | $147,586-23.6% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 17.46% | 27.06%-9.6pp | 4.60%+12.9pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,702 | $3,116-45.4% | $2,456-30.7% | $4,876-65.1% |
| Participant deferral / active EE | $4,604 | $4,195+9.8% | $3,548+29.8% | $5,439-15.3% |
| Admin fee / account holder | $824 | $8,948-90.8% | $5,417-84.8% | $10,886-92.4% |