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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 | $80,049 | $117,904-32.1% | $102,457-21.9% | $145,978-45.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.43% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,179 | $3,613-67.4% | $3,022-61.0% | $4,662-74.7% |
| Participant deferral / active EE | $6,195 | $5,733+8.1% | $5,054+22.6% | $6,690-7.4% |
| Admin fee / account holder | $410 | $13,329-96.9% | $9,451-95.7% | $13,400-96.9% |