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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 | $86,714 | $117,895-26.4% | $102,460-15.4% | $145,897-40.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.21% | 31.92%-19.7pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,216 | $3,619-38.8% | $3,025-26.7% | $4,663-52.5% |
| Participant deferral / active EE | $8,279 | $5,736+44.3% | $5,056+63.7% | $6,689+23.8% |
| Admin fee / account holder | $1,697 | $13,353-87.3% | $9,460-82.1% | $13,390-87.3% |