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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 | $79,775 | $117,895-32.3% | $102,460-22.1% | $145,897-45.3% |
| Participation rate | 89.5% | 78.6%+10.8pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 11.62% | 31.92%-20.3pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,600 | $3,619+27.1% | $3,025+52.1% | $4,663-1.3% |
| Participant deferral / active EE | $6,697 | $5,736+16.7% | $5,056+32.4% | $6,689+0.1% |
| Admin fee / account holder | $14,128 | $13,353+5.8% | $9,460+49.3% | $13,390+5.5% |