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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 | $83,734 | $98,776-15.2% | $149,745-44.1% | $79,856+4.9% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.0pp |
| Annual return | 16.20% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,836 | $3,217+19.2% | $4,646-17.4% | $2,471+55.2% |
| Participant deferral / active EE | $11,321 | $5,681+99.3% | $6,843+65.4% | $3,741+202.6% |
| Admin fee / account holder | $1,030 | $6,053-83.0% | $9,312-88.9% | $5,306-80.6% |