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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 | $102,887 | $162,821-36.8% | $133,978-23.2% | $158,982-35.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 10.66% | 41.95%-31.3pp | 45.10%-34.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $3,410 | $4,976-31.5% | $3,919-13.0% | $4,763-28.4% |
| Participant deferral / active EE | $8,793 | $5,910+48.8% | $5,047+74.2% | $5,983+47.0% |
| Admin fee / account holder | $688 | $11,742-94.1% | $8,930-92.3% | $11,252-93.9% |