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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 | $93,970 | $98,240-4.3% | $82,312+14.2% | $147,586-36.3% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 18.44% | 30.85%-12.4pp | 25.88%-7.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,828 | $3,192-11.4% | $2,428+16.5% | $4,876-42.0% |
| Participant deferral / active EE | $5,523 | $4,383+26.0% | $3,706+49.0% | $5,439+1.6% |
| Admin fee / account holder | $1,125 | $8,563-86.9% | $5,608-79.9% | $10,886-89.7% |