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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 | $93,800 | $127,273-26.3% | $109,895-14.6% | $167,518-44.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 8.53% | 22.97%-14.4pp | 29.46%-20.9pp | 478.71%-470.2pp |
| Employer contribution / active EE | $5,614 | $3,324+68.9% | $2,843+97.4% | $4,838+16.0% |
| Participant deferral / active EE | $6,150 | $4,515+36.2% | $4,049+51.9% | $6,342-3.0% |
| Admin fee / account holder | $1,103 | $7,117-84.5% | $6,067-81.8% | $12,312-91.0% |