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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 | $91,717 | $99,652-8.0% | $78,778+16.4% | $147,586-37.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 18.17% | 47.28%-29.1pp | 35.62%-17.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,207 | $2,796-56.8% | $1,986-39.2% | $4,876-75.2% |
| Participant deferral / active EE | $2,778 | $3,664-24.2% | $2,958-6.1% | $5,439-48.9% |
| Admin fee / account holder | $1,553 | $7,155-78.3% | $5,134-69.7% | $10,886-85.7% |