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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 | $127,296-26.3% | $109,907-14.7% | $167,536-44.0% |
| 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 | 478.82%-470.3pp |
| Employer contribution / active EE | $5,614 | $3,325+68.8% | $2,844+97.4% | $4,839+16.0% |
| Participant deferral / active EE | $6,150 | $4,513+36.3% | $4,047+52.0% | $6,342-3.0% |
| Admin fee / account holder | $1,103 | $7,119-84.5% | $6,069-81.8% | $12,315-91.0% |