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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 | $99,694 | $110,212-9.5% | $96,534+3.3% | $139,466-28.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 16.14% | 26.42%-10.3pp | 25.88%-9.7pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,845 | $3,620-49.0% | $2,965-37.8% | $4,754-61.2% |
| Participant deferral / active EE | $4,838 | $5,547-12.8% | $4,851-0.3% | $6,712-27.9% |
| Admin fee / account holder | $877 | $11,599-92.4% | $8,253-89.4% | $11,409-92.3% |