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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 | $94,876 | $98,240-3.4% | $82,312+15.3% | $147,586-35.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 11.95% | 30.85%-18.9pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,125 | $3,192-33.4% | $2,428-12.5% | $4,876-56.4% |
| Participant deferral / active EE | $4,631 | $4,383+5.7% | $3,706+25.0% | $5,439-14.8% |
| Admin fee / account holder | $7,723 | $8,563-9.8% | $5,608+37.7% | $10,886-29.1% |