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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 | $78,659 | $125,190-37.2% | $105,624-25.5% | $145,897-46.1% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.11% | 225.22%-213.1pp | 116.20%-104.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,293 | $3,720-38.4% | $3,168-27.6% | $4,663-50.8% |
| Participant deferral / active EE | $6,950 | $5,716+21.6% | $5,013+38.6% | $6,689+3.9% |
| Admin fee / account holder | $2,075 | $17,138-87.9% | $10,961-81.1% | $13,390-84.5% |