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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 | $81,592 | $101,063-19.3% | $81,473+0.1% | $147,586-44.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 24.53% | 32.41%-7.9pp | 38.78%-14.3pp | 578.59%-554.1pp |
| Employer contribution / active EE | $7,217 | $3,206+125.2% | $2,568+181.1% | $4,876+48.0% |
| Participant deferral / active EE | $2,073 | $4,242-51.1% | $3,537-41.4% | $5,439-61.9% |
| Admin fee / account holder | $363 | $5,812-93.7% | $4,561-92.0% | $10,886-96.7% |